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 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-11- 0.37% |
$1.1K - $4.27K
|
2.94K
$622K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-14- 1.81% |
$1.39K - $5.43K
|
760
$161K
|
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-14- 1.08% |
$1.39K - $5.43K
|
1.28K
$272K
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
SELL
|
- |
-16- 94.12% |
$1.59K - $6.21K
|
1
$212
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-20- 1.04% |
$1.99K - $7.76K
|
1.9K
$401K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-22- 0.03% |
$2.19K - $8.54K
|
78.9K
$16.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-24- 1.37% |
$2.39K - $9.31K
|
1.73K
$366K
|
|
|
Feb 03, 2023
Q4 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-25- 21.93% |
$2.49K - $9.7K
|
89
$18.8K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-28- 3.67% |
$2.79K - $10.9K
|
735
$156K
|
|
|
Nov 17, 2023
Q4 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-29- 4.13% |
$2.89K - $11.3K
|
673
$142K
|
|
|
Feb 01, 2023
Q4 2022
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-31- 7.01% |
$3.09K - $12K
|
411
$87K
|
|
|
Jan 05, 2023
Q4 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-31- 0.31% |
$3.09K - $12K
|
9.96K
$2.11M
|
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-33- 0.93% |
$3.29K - $12.8K
|
3.51K
$742K
|
|
|
Jan 30, 2023
Q4 2022
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-34- 0.16% |
$3.39K - $13.2K
|
21.7K
$4.59M
|
|
|
Feb 13, 2023
Q4 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-37- 0.05% |
$3.68K - $14.4K
|
76.3K
$16.1M
|
|
|
Feb 02, 2023
Q4 2022
|
X Square Capital, LLC
|
SELL
|
- |
-38- 3.34% |
$3.78K - $14.7K
|
1.1K
$233K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
SELL
|
- |
-39- 6.35% |
$3.88K - $15.1K
|
575
$122K
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-45- 60.0% |
$4.48K - $17.5K
|
30
$6.35K
|
|
|
Feb 06, 2023
Q4 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-46- 0.56% |
$4.58K - $17.8K
|
8.22K
$1.74M
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-46- 6.13% |
$4.58K - $17.8K
|
705
$149K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-57- 1.72% |
$5.67K - $22.1K
|
3.26K
$690K
|
|
|
Feb 15, 2023
Q4 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-61- 9.46% |
$6.07K - $23.7K
|
584
$124K
|
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-64- 9.24% |
$6.37K - $24.8K
|
629
$133K
|
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-64- 6.22% |
$6.37K - $24.8K
|
965
$204K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-66- 9.42% |
$6.57K - $25.6K
|
635
$134K
|
|
|
Jan 31, 2023
Q4 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-67- 9.24% |
$6.67K - $26K
|
658
$139K
|
|
|
Feb 02, 2023
Q4 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-75- 11.06% |
$7.47K - $29.1K
|
603
$128K
|
|
|
Feb 06, 2023
Q4 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-77- 9.53% |
$7.67K - $29.9K
|
731
$155K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-78- 4.47% |
$7.77K - $30.3K
|
1.67K
$353K
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-79- 1.77% |
$7.87K - $30.7K
|
4.37K
$925K
|
|
|
Mar 01, 2023
Q4 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-87- 8.26% |
$8.66K - $33.8K
|
966
$204K
|
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-89- 24.59% |
$8.86K - $34.5K
|
273
$57.8K
|
|
|
Feb 01, 2023
Q4 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-93- 6.23% |
$9.26K - $36.1K
|
1.4K
$296K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-94- 40.17% |
$9.36K - $36.5K
|
140
$29.6K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-96- 91.43% |
$9.56K - $37.3K
|
9
$1.9K
|
|
|
Jan 26, 2023
Q4 2022
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-97- 1.24% |
$9.66K - $37.6K
|
7.76K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-115- 95.83% |
$11.4K - $44.6K
|
5
$1.06K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-120- 8.18% |
$11.9K - $46.6K
|
1.35K
$285K
|
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-125- 20.9% |
$12.4K - $48.5K
|
473
$100K
|
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
SELL
|
- |
-131- 1.1% |
$13K - $50.8K
|
11.8K
$2.5M
|
|
|
Jan 27, 2023
Q4 2022
|
City Holding CO
|
SELL
|
- |
-133- 2.92% |
$13.2K - $51.6K
|
4.43K
$937K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-140- 46.51% |
$13.9K - $54.3K
|
161
$34.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
SELL
|
- |
-144- 9.42% |
$14.3K - $55.9K
|
1.38K
$293K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-146- 13.98% |
$14.5K - $56.7K
|
898
$190K
|
|
|
Jan 12, 2023
Q4 2022
|
Cmh Wealth Management LLC
|
SELL
|
- |
-154- 0.95% |
$15.3K - $59.8K
|
16K
$3.38M
|
|
|
Feb 06, 2023
Q4 2022
|
Concentrum Wealth Management
|
SELL
|
- |
-159- 1.72% |
$15.8K - $61.7K
|
9.06K
$1.92M
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-173- 12.45% |
$17.2K - $67.1K
|
1.22K
$258K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
SELL
|
- |
-174- 11.52% |
$17.3K - $67.5K
|
1.34K
$283K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-175- 5.08% |
$17.4K - $67.9K
|
3.27K
$692K
|
|
|
Feb 07, 2023
Q4 2022
|
Keystone Financial Group
|
SELL
|
- |
-179- 13.75% |
$17.8K - $69.5K
|
1.12K
$238K
|