Purchases and Sales Made in Q4 2023 in Ishares Semiconductor ETF (SOXX)
This table provides information about the institutional ownership of Ishares Semiconductor ETF (SOXX) during Q4 2023. 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, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
285New |
$125K - $166K
|
285
$62.2K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
284+ 11.76% |
$124K - $165K
|
2.7K
$589K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
278+ 5.03% |
$122K - $162K
|
5.81K
$1.27M
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
259+ 4.59% |
$114K - $151K
|
5.9K
$1.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
258+ 47.96% |
$113K - $150K
|
796
$174K
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
253+ 1.98% |
$111K - $147K
|
13.1K
$2.85M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
240+ 3.08% |
$105K - $140K
|
8.03K
$1.75M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
234+ 33.91% |
$103K - $136K
|
924
$202K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
232+ 8.97% |
$102K - $135K
|
2.82K
$615K
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
225+ 17.24% |
$98.6K - $131K
|
1.53K
$334K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
224+ 235.79% |
$98.2K - $130K
|
319
$69.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
221New |
$96.9K - $129K
|
221
$48.2K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
221New |
$96.9K - $129K
|
221
$48.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Capital Management Associates
New York, NY |
BUY
|
- |
220+ 33.79% |
$96.4K - $128K
|
871
$190K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
219+ 25.58% |
$96K - $127K
|
1.08K
$234K
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
207+ 2.74% |
$90.7K - $120K
|
7.75K
$1.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
206+ 8.21% |
$90.3K - $120K
|
2.72K
$592K
|
|
|
Feb 14, 2024
Q4 2023
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
200New |
$87.7K - $116K
|
200
$43.6K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
200+ 13.53% |
$87.7K - $116K
|
1.68K
$366K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
200+ 434.78% |
$87.7K - $116K
|
246
$53.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
199+ 1.69% |
$87.2K - $116K
|
12K
$2.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
187+ 935.0% |
$82K - $109K
|
207
$45.2K
|
|
|
Jan 17, 2024
Q4 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
186+ 2.4% |
$81.5K - $108K
|
7.92K
$1.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
185+ 12.65% |
$81.1K - $108K
|
1.65K
$359K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
182+ 16.22% |
$79.8K - $106K
|
1.3K
$284K
|
|
|
Feb 08, 2024
Q4 2023
|
Novare Capital Management LLC
|
BUY
|
- |
180+ 1.58% |
$78.9K - $105K
|
11.6K
$2.52M
|
|
|
Jan 12, 2024
Q4 2023
|
Apeiron Ria LLC
|
BUY
|
- |
165+ 6.75% |
$72.3K - $95.9K
|
2.61K
$569K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
162+ 22.13% |
$71K - $94.2K
|
894
$195K
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
158+ 1.84% |
$69.3K - $91.9K
|
8.73K
$1.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
157+ 6.7% |
$68.8K - $91.3K
|
2.5K
$546K
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
151+ 29.72% |
$66.2K - $87.8K
|
659
$144K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
151+ 2.46% |
$66.2K - $87.8K
|
6.29K
$1.37M
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
150New |
$65.8K - $87.2K
|
150
$32.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
150+ 4.95% |
$65.8K - $87.2K
|
3.18K
$694K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
150+ 20.6% |
$65.8K - $87.2K
|
878
$192K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
149+ 25.56% |
$65.3K - $86.6K
|
732
$160K
|
|
|
Jan 24, 2024
Q4 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
146+ 4.27% |
$64K - $84.9K
|
3.56K
$777K
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
133+ 5.48% |
$58.3K - $77.3K
|
2.56K
$558K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
125+ 20.97% |
$54.8K - $72.7K
|
721
$157K
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
124+ 22.88% |
$54.4K - $72.1K
|
666
$145K
|
|
|
Feb 14, 2024
Q4 2023
|
Gould Capital, LLC
|
BUY
|
- |
123+ 6150.0% |
$53.9K - $71.5K
|
125
$27.3K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
119+ 7.02% |
$52.2K - $69.2K
|
1.81K
$395K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
114New |
$50K - $66.3K
|
114
$24.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
110+ 5.46% |
$48.2K - $64K
|
2.12K
$463K
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
108+ 20.15% |
$47.3K - $62.8K
|
644
$140K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
107New |
$46.9K - $62.2K
|
107
$23.3K
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
99New |
$43.4K - $57.6K
|
99
$21.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Sterling Manor Financial, LLC
|
BUY
|
- |
95+ 0.82% |
$41.6K - $55.2K
|
11.6K
$2.54M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
92+ 10.61% |
$40.3K - $53.5K
|
959
$209K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
91New |
$39.9K - $52.9K
|
91
$19.8K
|