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 |
|---|---|---|---|---|---|---|---|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
92+ 10.61% |
$40.3K - $53.5K
|
959
$277K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
91New |
$39.9K - $52.9K
|
91
$26.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
91New |
$39.9K - $52.9K
|
91
$26.3K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
89+ 1271.43% |
$39K - $51.7K
|
96
$27.7K
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
88New |
$38.6K - $51.2K
|
88
$25.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
83+ 19.62% |
$36.4K - $48.3K
|
506
$146K
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
BUY
|
- |
80+ 15.04% |
$35.1K - $46.5K
|
612
$177K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
79+ 5.43% |
$34.6K - $45.9K
|
1.54K
$444K
|
|
|
Jan 30, 2024
Q4 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
77+ 0.69% |
$33.8K - $44.8K
|
11.2K
$3.23M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
75New |
$32.9K - $43.6K
|
75
$21.7K
|
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
74+ 11.58% |
$32.4K - $43K
|
713
$206K
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
71+ 6.2% |
$31.1K - $41.3K
|
1.22K
$352K
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
70New |
$30.7K - $40.7K
|
70
$20.2K
|
|
|
Jan 08, 2024
Q4 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
69+ 4.28% |
$30.2K - $40.1K
|
1.68K
$486K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
66+ 1.09% |
$28.9K - $38.4K
|
6.13K
$1.77M
|
|
|
Jan 12, 2024
Q4 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
64+ 8.19% |
$28.1K - $37.2K
|
845
$244K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
62New |
$27.2K - $36K
|
62
$17.9K
|
|
|
Feb 01, 2024
Q4 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
62+ 3.23% |
$27.2K - $36K
|
1.98K
$573K
|
|
|
Feb 13, 2024
Q4 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
60+ 50.0% |
$26.3K - $34.9K
|
180
$52K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
59New |
$25.9K - $34.3K
|
59
$17K
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
59New |
$25.9K - $34.3K
|
59
$17K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
59+ 4.56% |
$25.9K - $34.3K
|
1.35K
$391K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
58+ 1.43% |
$25.4K - $33.7K
|
4.11K
$1.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
57+ 712.5% |
$25K - $33.1K
|
65
$18.8K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
52+ 3.43% |
$22.8K - $30.2K
|
1.57K
$454K
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
50New |
$21.9K - $29.1K
|
50
$14.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
49+ 2.65% |
$21.5K - $28.5K
|
1.9K
$548K
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
49+ 0.66% |
$21.5K - $28.5K
|
7.47K
$2.16M
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
48+ 1.08% |
$21K - $27.9K
|
4.5K
$1.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
43+ 1.56% |
$18.9K - $25K
|
2.8K
$810K
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
42New |
$18.4K - $24.4K
|
42
$12.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
42+ 5.06% |
$18.4K - $24.4K
|
872
$252K
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
BUY
|
- |
41+ 2.66% |
$18K - $23.8K
|
1.58K
$457K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
41New |
$18K - $23.8K
|
41
$11.8K
|
|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
40+ 0.87% |
$17.5K - $23.3K
|
4.65K
$1.34M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
40+ 307.69% |
$17.5K - $23.3K
|
53
$15.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
40+ 2.9% |
$17.5K - $23.3K
|
1.42K
$409K
|
|
|
Jan 24, 2024
Q4 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
37+ 2.09% |
$16.2K - $21.5K
|
1.81K
$522K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
35+ 4.33% |
$15.3K - $20.4K
|
844
$244K
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
30New |
$13.2K - $17.4K
|
30
$8.67K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
29+ 0.49% |
$12.7K - $16.9K
|
5.91K
$1.71M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
28New |
$12.3K - $16.3K
|
28
$8.09K
|
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
25New |
$11K - $14.5K
|
25
$7.22K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
BUY
|
- |
24New |
$10.5K - $14K
|
24
$6.94K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
24+ 0.57% |
$10.5K - $14K
|
4.23K
$1.22M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
24New |
$10.5K - $14K
|
24
$6.94K
|
|
|
Feb 14, 2024
Q4 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
23+ 4.14% |
$10.1K - $13.4K
|
578
$167K
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
21New |
$9.21K - $12.2K
|
21
$6.07K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
20+ 2000.0% |
$8.77K - $11.6K
|
21
$6.07K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
20+ 0.36% |
$8.77K - $11.6K
|
5.55K
$1.6M
|