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 |
---|---|---|---|---|---|---|---|
Feb 08, 2022
Q4 2021
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
3New |
$1.3K - $1.67K
|
3
$646
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
3New |
$1.3K - $1.67K
|
3
$646
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2New |
$869 - $1.11K
|
2
$431
|
|
Feb 10, 2022
Q4 2021
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2New |
$869 - $1.11K
|
2
$431
|
|
Feb 14, 2022
Q4 2021
|
Rb Capital Management, LLC
|
BUY
|
- |
2+ 0.29% |
$869 - $1.11K
|
686
$148K
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1+ 1.23% |
$435 - $556
|
82
$17.7K
|
|
Jan 19, 2022
Q4 2021
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 7.14% |
$435 - $556
|
15
$3.23K
|
|
Feb 07, 2022
Q4 2021
|
Delta Investment Management, LLC
|
BUY
|
- |
1+ 0.13% |
$435 - $556
|
775
$167K
|
|
Feb 14, 2022
Q4 2021
|
Iag Wealth Partners, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-3- 5.26% |
$1.3K - $1.67K
|
54
$11.6K
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-3Closed |
$1.3K - $1.67K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-4- 2.42% |
$1.74K - $2.22K
|
161
$34.7K
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-4- 0.89% |
$1.74K - $2.22K
|
445
$95.9K
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-6- 0.96% |
$2.61K - $3.33K
|
619
$133K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-6- 8.0% |
$2.61K - $3.33K
|
69
$14.9K
|
|
Feb 10, 2022
Q4 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-9- 1.07% |
$3.91K - $5K
|
829
$179K
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-10- 19.23% |
$4.35K - $5.56K
|
42
$9.05K
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-11- 1.88% |
$4.78K - $6.11K
|
575
$124K
|
|
Feb 11, 2022
Q4 2021
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-13- 0.31% |
$5.65K - $7.22K
|
4.19K
$903K
|
|
Feb 10, 2022
Q4 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-16- 2.25% |
$6.95K - $8.89K
|
694
$150K
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-20Closed |
$8.69K - $11.1K
|
0
$0
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-21Closed |
$9.13K - $11.7K
|
0
$0
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-22- 0.5% |
$9.56K - $12.2K
|
4.42K
$952K
|
|
Feb 15, 2022
Q4 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-24- 4.44% |
$10.4K - $13.3K
|
516
$111K
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-24- 1.59% |
$10.4K - $13.3K
|
1.48K
$319K
|
|
Feb 11, 2022
Q4 2021
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-25- 5.43% |
$10.9K - $13.9K
|
435
$93.7K
|
|
Jan 26, 2022
Q4 2021
|
Signature Securities Group Corporation
|
SELL
|
- |
-26Closed |
$11.3K - $14.4K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-33- 3.06% |
$14.3K - $18.3K
|
1.05K
$225K
|
|
Feb 10, 2022
Q4 2021
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-34- 7.13% |
$14.8K - $18.9K
|
443
$95.4K
|
|
Jan 28, 2022
Q4 2021
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-36- 3.81% |
$15.6K - $20K
|
909
$196K
|
|
Feb 08, 2022
Q4 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-40- 8.7% |
$17.4K - $22.2K
|
420
$90.5K
|
|
Jan 31, 2022
Q4 2021
|
Accredited Investors Inc.
|
SELL
|
- |
-40- 4.29% |
$17.4K - $22.2K
|
893
$192K
|
|
Feb 14, 2022
Q4 2021
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-40- 6.09% |
$17.4K - $22.2K
|
617
$133K
|
|
Feb 14, 2022
Q4 2021
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-42- 1.92% |
$18.3K - $23.3K
|
2.15K
$463K
|
|
Feb 09, 2022
Q4 2021
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-44- 6.52% |
$19.1K - $24.4K
|
631
$136K
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-44- 3.21% |
$19.1K - $24.4K
|
1.33K
$286K
|
|
Jan 24, 2022
Q4 2021
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-49- 0.41% |
$21.3K - $27.2K
|
11.8K
$2.55M
|
|
Feb 16, 2022
Q4 2021
|
Covington Capital Management
|
SELL
|
- |
-50- 17.12% |
$21.7K - $27.8K
|
242
$52.1K
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
SELL
|
- |
-51- 4.45% |
$22.2K - $28.3K
|
1.09K
$236K
|
|
Jan 21, 2022
Q4 2021
|
Global Retirement Partners, LLC
|
SELL
|
- |
-53Closed |
$23K - $29.4K
|
0
$0
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-54- 13.57% |
$23.5K - $30K
|
344
$74.1K
|
|
Feb 01, 2022
Q4 2021
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-61- 0.46% |
$26.5K - $33.9K
|
13.3K
$2.86M
|
|
Jan 19, 2022
Q4 2021
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-66- 11.66% |
$28.7K - $36.7K
|
500
$108K
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-70Closed |
$30.4K - $38.9K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-71- 8.41% |
$30.9K - $39.4K
|
773
$167K
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-75Closed |
$32.6K - $41.7K
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-105- 11.92% |
$45.6K - $58.3K
|
776
$167K
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-105- 11.92% |
$45.6K - $58.3K
|
776
$167K
|
|
Feb 11, 2022
Q4 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-114Closed |
$49.6K - $63.3K
|
0
$0
|