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 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
18New |
$7.89K - $10.5K
|
18
$5.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
18+ 0.92% |
$7.89K - $10.5K
|
1.98K
$573K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
18New |
$7.89K - $10.5K
|
18
$5.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
18+ 2.48% |
$7.89K - $10.5K
|
743
$215K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
16+ 28.57% |
$7.01K - $9.3K
|
72
$20.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
16New |
$7.01K - $9.3K
|
16
$4.62K
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
16+ 2.93% |
$7.01K - $9.3K
|
562
$162K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
15New |
$6.58K - $8.72K
|
15
$4.33K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
14New |
$6.14K - $8.14K
|
14
$4.05K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
BUY
|
- |
14+ 1.82% |
$6.14K - $8.14K
|
784
$227K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
13+ 2.11% |
$5.7K - $7.56K
|
628
$181K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
13New |
$5.7K - $7.56K
|
13
$3.76K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
13+ 2.21% |
$5.7K - $7.56K
|
601
$174K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
12New |
$5.26K - $6.98K
|
12
$3.47K
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
11+ 0.72% |
$4.82K - $6.4K
|
1.53K
$443K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
10+ 2.09% |
$4.38K - $5.81K
|
488
$141K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
10+ 0.66% |
$4.38K - $5.81K
|
1.52K
$440K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
10+ 5.85% |
$4.38K - $5.81K
|
181
$52.3K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
10+ 1.78% |
$4.38K - $5.81K
|
572
$165K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
9New |
$3.95K - $5.23K
|
9
$2.6K
|
|
|
Jan 31, 2024
Q4 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
8+ 1.84% |
$3.51K - $4.65K
|
443
$128K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 4.07% |
$3.07K - $4.07K
|
179
$51.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7+ 1.36% |
$3.07K - $4.07K
|
521
$151K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
7New |
$3.07K - $4.07K
|
7
$2.02K
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
6+ 600.0% |
$2.63K - $3.49K
|
7
$2.02K
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
5+ 0.27% |
$2.19K - $2.91K
|
1.87K
$540K
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
5+ 0.51% |
$2.19K - $2.91K
|
986
$285K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5+ 11.63% |
$2.19K - $2.91K
|
48
$13.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5+ 1.1% |
$2.19K - $2.91K
|
458
$132K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
5+ 0.39% |
$2.19K - $2.91K
|
1.3K
$376K
|
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
5+ 0.42% |
$2.19K - $2.91K
|
1.2K
$348K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5+ 0.14% |
$2.19K - $2.91K
|
3.51K
$1.01M
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
5+ 1.19% |
$2.19K - $2.91K
|
426
$123K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
5New |
$2.19K - $2.91K
|
5
$1.44K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.56% |
$1.75K - $2.33K
|
724
$209K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
4+ 0.54% |
$1.75K - $2.33K
|
748
$216K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4+ 4.55% |
$1.75K - $2.33K
|
92
$26.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
3+ 0.54% |
$1.32K - $1.74K
|
558
$161K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
3+ 0.58% |
$1.32K - $1.74K
|
517
$149K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
3New |
$1.32K - $1.74K
|
3
$867
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2+ 5.41% |
$877 - $1.16K
|
39
$11.3K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2+ 3.7% |
$877 - $1.16K
|
56
$16.2K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2New |
$877 - $1.16K
|
2
$578
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2New |
$877 - $1.16K
|
2
$578
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.57% |
$877 - $1.16K
|
352
$102K
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
2+ 0.34% |
$877 - $1.16K
|
590
$170K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.5% |
$438 - $581
|
202
$58.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1+ 0.08% |
$438 - $581
|
1.22K
$351K
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1+ 0.1% |
$438 - $581
|
997
$288K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.36% |
$438 - $581
|
275
$79.5K
|