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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
BUY
|
- |
30+ 61.22% |
$2.99K - $11.6K
|
79
$17.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
27+ 1.85% |
$2.69K - $10.5K
|
1.49K
$332K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
25New |
$2.49K - $9.7K
|
25
$5.58K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
25New |
$2.49K - $9.7K
|
25
$5.58K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
25New |
$2.49K - $9.7K
|
25
$5.58K
|
|
|
Feb 15, 2023
Q4 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
25+ 20.33% |
$2.49K - $9.7K
|
148
$33K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
24New |
$2.39K - $9.31K
|
24
$5.35K
|
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
22New |
$2.19K - $8.54K
|
22
$4.91K
|
|
|
Jan 11, 2023
Q4 2022
|
Arkadios Wealth Advisors
|
BUY
|
- |
22+ 3.34% |
$2.19K - $8.54K
|
681
$152K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
22New |
$2.19K - $8.54K
|
22
$4.91K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
20New |
$1.99K - $7.76K
|
20
$4.46K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
18New |
$1.79K - $6.98K
|
18
$4.02K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
17New |
$1.69K - $6.6K
|
17
$3.79K
|
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
14+ 3.54% |
$1.39K - $5.43K
|
409
$91.2K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13New |
$1.29K - $5.04K
|
13
$2.9K
|
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
13+ 5.37% |
$1.29K - $5.04K
|
255
$56.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
12New |
$1.19K - $4.66K
|
12
$2.68K
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
11New |
$1.1K - $4.27K
|
11
$2.45K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
11New |
$1.1K - $4.27K
|
11
$2.45K
|
|
|
Jul 17, 2024
Q4 2022
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
10New |
$996 - $3.88K
|
10
$2.23K
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
BUY
|
- |
8+ 0.9% |
$796 - $3.1K
|
901
$201K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
7New |
$697 - $2.72K
|
7
$1.56K
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
7New |
$697 - $2.72K
|
7
$1.56K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
7+ 1.01% |
$697 - $2.72K
|
700
$156K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
7New |
$697 - $2.72K
|
7
$1.56K
|
|
|
Jan 19, 2023
Q4 2022
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
7New |
$697 - $2.72K
|
7
$1.56K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7New |
$697 - $2.72K
|
7
$1.56K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
6New |
$597 - $2.33K
|
6
$1.34K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4+ 0.35% |
$398 - $1.55K
|
1.16K
$259K
|
|
|
Jan 13, 2023
Q4 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
4+ 0.3% |
$398 - $1.55K
|
1.33K
$296K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
3+ 0.14% |
$299 - $1.16K
|
2.2K
$490K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2New |
$199 - $776
|
2
$446
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
2+ 0.29% |
$199 - $776
|
694
$155K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$99.6 - $388
|
1.77K
$396K
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.15% |
$99.6 - $388
|
681
$152K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.38% |
$99.6 - $388
|
263
$58.7K
|
|
|
Feb 07, 2023
Q4 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
1+ 0.17% |
$99.6 - $388
|
588
$131K
|
|
|
Feb 14, 2023
Q4 2022
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1+ 0.99% |
$99.6 - $388
|
102
$22.8K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 6.67% |
$99.6 - $388
|
16
$3.57K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1+ 0.42% |
$99.6 - $388
|
241
$53.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.47% |
$99.6 - $388
|
214
$47.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Powell Investment Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1- 0.03% |
$99.6 - $388
|
3.48K
$776K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-2- 40.0% |
$199 - $776
|
3
$669
|
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-3- 3.0% |
$299 - $1.16K
|
97
$21.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-4- 0.31% |
$398 - $1.55K
|
1.28K
$286K
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-6- 0.42% |
$597 - $2.33K
|
1.41K
$314K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-6- 75.0% |
$597 - $2.33K
|
2
$446
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-7- 0.31% |
$697 - $2.72K
|
2.28K
$509K
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-10- 0.18% |
$996 - $3.88K
|
5.57K
$1.24M
|