Purchases and Sales Made in Q4 2022 in Ishares Semiconductor ETF (SOXX)
This table provides information about the institutional ownership of Ishares Semiconductor ETF (SOXX) during Q4 2022. 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 13, 2023
Q4 2022
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
2.5KNew |
$249K - $970K
|
2.5K
$539K
|
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
2.23KNew |
$222K - $865K
|
2.23K
$480K
|
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
2.23KNew |
$222K - $865K
|
2.23K
$480K
|
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.18KNew |
$217K - $845K
|
2.18K
$469K
|
|
|
Jan 25, 2023
Q4 2022
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
2.14KNew |
$213K - $832K
|
2.14K
$462K
|
|
|
Feb 01, 2023
Q4 2022
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
2.09KNew |
$208K - $812K
|
2.09K
$451K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.08K+ 8.68% |
$207K - $808K
|
26.1K
$5.62M
|
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.96K+ 178.21% |
$195K - $759K
|
3.05K
$658K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.84K+ 19.73% |
$183K - $713K
|
11.2K
$2.4M
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
1.78KNew |
$177K - $689K
|
1.78K
$382K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.77KNew |
$176K - $685K
|
1.77K
$381K
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
1.77KNew |
$176K - $685K
|
1.77K
$380K
|
|
|
Feb 09, 2023
Q4 2022
|
Scotia Capital Inc.
|
BUY
|
- |
1.75K+ 149.83% |
$174K - $678K
|
2.91K
$628K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
1.66K+ 193.02% |
$165K - $644K
|
2.52K
$543K
|
|
|
Feb 07, 2023
Q4 2022
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.65K+ 20.0% |
$164K - $641K
|
9.91K
$2.14M
|
|
|
Feb 08, 2023
Q4 2022
|
Asset Management Resources, LLC
|
BUY
|
- |
1.64KNew |
$163K - $637K
|
1.64K
$354K
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.64KNew |
$163K - $636K
|
1.64K
$353K
|
|
|
Jan 17, 2023
Q4 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
1.64K+ 101.11% |
$163K - $636K
|
3.26K
$702K
|
|
|
Jan 20, 2023
Q4 2022
|
Apeiron Ria LLC
|
BUY
|
- |
1.61K+ 103.13% |
$161K - $626K
|
3.18K
$685K
|
|
|
Feb 14, 2023
Q4 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
1.56K+ 31200.0% |
$155K - $605K
|
1.57K
$337K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.51K+ 140.06% |
$150K - $585K
|
2.58K
$557K
|
|
|
Feb 06, 2023
Q4 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.5KNew |
$149K - $582K
|
1.5K
$323K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
1.48K+ 35.57% |
$147K - $575K
|
5.65K
$1.22M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.47K+ 26.71% |
$147K - $572K
|
6.99K
$1.51M
|
|
|
Feb 13, 2023
Q4 2022
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
1.47KNew |
$146K - $569K
|
1.47K
$316K
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
BUY
|
- |
1.36KNew |
$135K - $528K
|
1.36K
$293K
|
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.3KNew |
$129K - $502K
|
1.3K
$279K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.22K+ 25.24% |
$121K - $471K
|
6.03K
$1.3M
|
|
|
Feb 10, 2023
Q4 2022
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.21K+ 405.37% |
$120K - $469K
|
1.51K
$324K
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
1.21KNew |
$120K - $468K
|
1.21K
$260K
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
BUY
|
- |
1.17KNew |
$117K - $454K
|
1.17K
$252K
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.16KNew |
$115K - $449K
|
1.16K
$250K
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.16K+ 172.54% |
$115K - $449K
|
1.83K
$393K
|
|
|
Mar 24, 2023
Q4 2022
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
1.1K+ 20.72% |
$110K - $428K
|
6.43K
$1.39M
|
|
|
Jan 12, 2023
Q4 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.09KNew |
$108K - $421K
|
1.09K
$234K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.07K+ 206.55% |
$107K - $416K
|
1.59K
$343K
|
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.05K+ 21.37% |
$104K - $406K
|
5.94K
$1.28M
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.04KNew |
$103K - $402K
|
1.04K
$223K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
1.02KNew |
$101K - $395K
|
1.02K
$220K
|
|
|
Feb 06, 2023
Q4 2022
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
1.02KNew |
$101K - $395K
|
1.02K
$219K
|
|
|
Feb 13, 2023
Q4 2022
|
Townsquare Capital LLC
|
BUY
|
- |
994New |
$99K - $386K
|
994
$214K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
987+ 21.6% |
$98.3K - $383K
|
5.56K
$1.2M
|
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
970New |
$96.6K - $376K
|
970
$209K
|
|
|
Feb 13, 2023
Q4 2022
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
959New |
$95.5K - $372K
|
959
$207K
|
|
|
Feb 07, 2023
Q4 2022
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
912New |
$90.8K - $354K
|
912
$196K
|
|
|
Feb 07, 2023
Q4 2022
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
903New |
$89.9K - $350K
|
903
$195K
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
890New |
$88.6K - $345K
|
890
$192K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
851New |
$84.7K - $330K
|
851
$183K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
849+ 221.67% |
$84.5K - $329K
|
1.23K
$265K
|
|
|
Feb 14, 2023
Q4 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
842+ 90.54% |
$83.8K - $327K
|
1.77K
$382K
|