Purchases and Sales Made in Q4 2021 in Ishares Semiconductor ETF (SOXX)
This table provides information about the institutional ownership of Ishares Semiconductor ETF (SOXX) during Q4 2021. The information is specifically focused on institutions that hold shares of ISHARES SEMICONDUCTOR ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2022
Q4 2021
|
Pfg Advisors
|
BUY
|
- |
67+ 1.98% |
$29.1K - $37.2K
|
3.44K
$742K
|
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
58New |
$25.2K - $32.2K
|
58
$12.5K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
57New |
$24.8K - $31.7K
|
57
$12.3K
|
|
|
Feb 22, 2022
Q4 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
55+ 6.34% |
$23.9K - $30.6K
|
922
$199K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
53+ 5.92% |
$23K - $29.4K
|
948
$204K
|
|
|
Feb 09, 2022
Q4 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
51+ 7.77% |
$22.2K - $28.3K
|
707
$152K
|
|
|
Feb 04, 2022
Q4 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
50+ 4.9% |
$21.7K - $27.8K
|
1.07K
$231K
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
50+ 1.89% |
$21.7K - $27.8K
|
2.7K
$581K
|
|
|
Feb 11, 2022
Q4 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
48+ 1.82% |
$20.9K - $26.7K
|
2.69K
$579K
|
|
|
Mar 09, 2022
Q4 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
47+ 11.81% |
$20.4K - $26.1K
|
445
$95.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
46+ 9.41% |
$20K - $25.6K
|
535
$115K
|
|
|
Jan 11, 2022
Q4 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
45+ 9.7% |
$19.6K - $25K
|
509
$110K
|
|
|
Feb 01, 2022
Q4 2021
|
Washburn Capital Management, Inc.
|
BUY
|
- |
45+ 2.08% |
$19.6K - $25K
|
2.21K
$476K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
41New |
$17.8K - $22.8K
|
41
$8.83K
|
|
|
Feb 14, 2022
Q4 2021
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
40+ 5.26% |
$17.4K - $22.2K
|
800
$172K
|
|
|
Feb 11, 2022
Q4 2021
|
Psi Advisors, LLC
|
BUY
|
- |
40+ 3.07% |
$17.4K - $22.2K
|
1.35K
$290K
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
37+ 16.52% |
$16.1K - $20.6K
|
261
$56.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Retirement Group, LLC
|
BUY
|
- |
36+ 20.11% |
$15.6K - $20K
|
215
$46.3K
|
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
36+ 15.13% |
$15.6K - $20K
|
274
$59K
|
|
|
Feb 09, 2022
Q4 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
36+ 6.3% |
$15.6K - $20K
|
607
$131K
|
|
|
Feb 01, 2022
Q4 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
36+ 21.95% |
$15.6K - $20K
|
200
$43.1K
|
|
|
Jan 06, 2022
Q4 2021
|
Magnolia Capital Management LTD
|
BUY
|
- |
35New |
$15.2K - $19.4K
|
35
$7.54K
|
|
|
Feb 09, 2022
Q4 2021
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
34+ 2.77% |
$14.8K - $18.9K
|
1.26K
$272K
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
28+ 0.53% |
$12.2K - $15.6K
|
5.28K
$1.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Tradition Wealth Management, LLC
|
BUY
|
- |
25New |
$10.9K - $13.9K
|
25
$5.39K
|
|
|
Jan 19, 2022
Q4 2021
|
First Premier Bank
|
BUY
|
- |
25New |
$10.9K - $13.9K
|
25
$5.39K
|
|
|
Feb 15, 2022
Q4 2021
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
20+ 2.61% |
$8.69K - $11.1K
|
787
$170K
|
|
|
Feb 10, 2022
Q4 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
20+ 20.2% |
$8.69K - $11.1K
|
119
$25.6K
|
|
|
Jan 24, 2022
Q4 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
18+ 0.21% |
$7.82K - $10K
|
8.4K
$1.81M
|
|
|
Feb 09, 2022
Q4 2021
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
18+ 81.82% |
$7.82K - $10K
|
40
$8.62K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
17+ 3.89% |
$7.39K - $9.45K
|
454
$97.8K
|
|
|
Jan 31, 2022
Q4 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
15+ 0.44% |
$6.52K - $8.33K
|
3.43K
$740K
|
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
15+ 50.0% |
$6.52K - $8.33K
|
45
$9.7K
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
14New |
$6.09K - $7.78K
|
14
$3.02K
|
|
|
Jan 18, 2022
Q4 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
13+ 52.0% |
$5.65K - $7.22K
|
38
$8.19K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
12New |
$5.22K - $6.67K
|
12
$2.59K
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
12New |
$5.22K - $6.67K
|
12
$2.59K
|
|
|
Nov 17, 2023
Q4 2021
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
11+ 1.57% |
$4.78K - $6.11K
|
712
$153K
|
|
|
Jan 14, 2022
Q4 2021
|
Centerpoint Advisors, LLC
|
BUY
|
- |
10New |
$4.35K - $5.56K
|
10
$2.15K
|
|
|
Feb 04, 2022
Q4 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
10+ 1.03% |
$4.35K - $5.56K
|
981
$211K
|
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
10New |
$4.35K - $5.56K
|
10
$2.15K
|
|
|
Feb 17, 2022
Q4 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
9+ 0.45% |
$3.91K - $5K
|
2K
$432K
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
8New |
$3.48K - $4.45K
|
8
$1.72K
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
6+ 1.08% |
$2.61K - $3.33K
|
562
$121K
|
|
|
Feb 10, 2022
Q4 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
5New |
$2.17K - $2.78K
|
5
$1.08K
|
|
|
Feb 01, 2022
Q4 2021
|
Insight 2811, Inc.
Chicago, IL |
BUY
|
- |
5+ 0.29% |
$2.17K - $2.78K
|
1.72K
$371K
|
|
|
May 16, 2022
Q4 2021
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
5New |
$2.17K - $2.78K
|
5
$1.08K
|
|
|
Jan 21, 2022
Q4 2021
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
4+ 0.65% |
$1.74K - $2.22K
|
615
$133K
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
4+ 0.62% |
$1.74K - $2.22K
|
645
$139K
|
|
|
Jan 18, 2022
Q4 2021
|
Accel Wealth Management
|
BUY
|
- |
3+ 1.02% |
$1.3K - $1.67K
|
296
$63.8K
|