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 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-44- 2.12% |
$19.3K - $25.6K
|
2.04K
$444K
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-44- 3.31% |
$19.3K - $25.6K
|
1.29K
$281K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-47- 4.41% |
$20.6K - $27.3K
|
1.02K
$222K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-49- 0.2% |
$21.5K - $28.5K
|
24.8K
$5.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-57- 0.27% |
$25K - $33.1K
|
20.8K
$4.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-60- 29.56% |
$26.3K - $34.9K
|
143
$31.2K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-60- 0.52% |
$26.3K - $34.9K
|
11.4K
$2.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-64- 4.53% |
$28.1K - $37.2K
|
1.35K
$294K
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-64- 2.22% |
$28.1K - $37.2K
|
2.81K
$614K
|
|
|
Feb 14, 2024
Q4 2023
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-68- 0.17% |
$29.8K - $39.5K
|
39.2K
$8.54M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-71- 9.99% |
$31.1K - $41.3K
|
640
$140K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-73- 4.71% |
$32K - $42.4K
|
1.48K
$322K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-77- 91.67% |
$33.8K - $44.8K
|
7
$1.53K
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-81- 3.9% |
$35.5K - $47.1K
|
2K
$436K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-82- 9.44% |
$35.9K - $47.7K
|
787
$172K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-83- 6.58% |
$36.4K - $48.3K
|
1.18K
$257K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-86- 13.11% |
$37.7K - $50K
|
570
$124K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-87- 13.57% |
$38.1K - $50.6K
|
554
$121K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-93- 0.71% |
$40.8K - $54.1K
|
13.1K
$2.85M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-94- 8.76% |
$41.2K - $54.7K
|
979
$214K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-98- 1.44% |
$43K - $57K
|
6.69K
$1.46M
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-100- 5.41% |
$43.8K - $58.1K
|
1.75K
$382K
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-103- 16.59% |
$45.2K - $59.9K
|
518
$113K
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-108- 12.69% |
$47.3K - $62.8K
|
743
$162K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-108- 21.26% |
$47.3K - $62.8K
|
400
$87.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-110- 14.34% |
$48.2K - $64K
|
657
$143K
|
|
|
Feb 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-114- 19.39% |
$50K - $66.3K
|
474
$103K
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-117- 16.41% |
$51.3K - $68K
|
596
$130K
|
|
|
Jan 31, 2024
Q4 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-118- 4.0% |
$51.7K - $68.6K
|
2.83K
$618K
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-120- 17.12% |
$52.6K - $69.8K
|
581
$127K
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-122- 97.6% |
$53.5K - $70.9K
|
3
$654
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-126- 5.87% |
$55.2K - $73.3K
|
2.02K
$440K
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-128- 10.56% |
$56.1K - $74.4K
|
1.08K
$236K
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-130- 19.97% |
$57K - $75.6K
|
521
$114K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-135- 0.33% |
$59.2K - $78.5K
|
41.2K
$8.98M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-140- 28.34% |
$61.4K - $81.4K
|
354
$77.2K
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-145- 65.91% |
$63.6K - $84.3K
|
75
$16.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-145- 9.21% |
$63.6K - $84.3K
|
1.43K
$312K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-152- 14.25% |
$66.6K - $88.4K
|
915
$200K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-158- 3.0% |
$69.3K - $91.9K
|
5.12K
$1.12M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-167- 16.99% |
$73.2K - $97.1K
|
816
$178K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-171- 2.74% |
$75K - $99.4K
|
6.06K
$1.32M
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-171- 1.45% |
$75K - $99.4K
|
11.7K
$2.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-173- 12.15% |
$75.8K - $101K
|
1.25K
$273K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-175- 9.42% |
$76.7K - $102K
|
1.68K
$367K
|
|
|
Jan 09, 2024
Q4 2023
|
David J Yvars Group
|
SELL
|
- |
-176- 2.02% |
$77.2K - $102K
|
8.54K
$1.86M
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-176- 7.15% |
$77.2K - $102K
|
2.28K
$498K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-178- 4.43% |
$78K - $103K
|
3.84K
$837K
|
|
|
Feb 16, 2024
Q4 2023
|
Gsa Capital Partners LLP
London, X0 |
SELL
|
- |
-186- 15.55% |
$81.5K - $108K
|
1.01K
$220K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-201- 95.71% |
$88.1K - $117K
|
9
$1.96K
|