Purchases and Sales Made in Q4 2024 in Ishares Semiconductor ETF (SOXX)
This table provides information about the institutional ownership of Ishares Semiconductor ETF (SOXX) during Q4 2024. 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 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
254K+ 22093.55% |
$53.6M - $60.8M
|
255K
$55.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
135KNew |
$28.6M - $32.4M
|
135K
$29.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
27.3K+ 2615.52% |
$5.77M - $6.55M
|
28.4K
$6.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
23.3KNew |
$4.92M - $5.58M
|
23.3K
$5.08M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
14.5K+ 1302.79% |
$3.06M - $3.47M
|
15.6K
$3.4M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10KNew |
$2.11M - $2.4M
|
10K
$2.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
9.43KNew |
$1.99M - $2.26M
|
9.43K
$2.06M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7.48K+ 190.75% |
$1.58M - $1.79M
|
11.4K
$2.49M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
7.09KNew |
$1.5M - $1.7M
|
7.09K
$1.55M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.9K+ 283.79% |
$1.46M - $1.65M
|
9.33K
$2.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.61K+ 49.07% |
$1.4M - $1.58M
|
20.1K
$4.38M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5.77K+ 38.12% |
$1.22M - $1.38M
|
20.9K
$4.56M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.73K+ 92.42% |
$1.21M - $1.37M
|
11.9K
$2.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.25K+ 548.07% |
$1.11M - $1.26M
|
6.2K
$1.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.94K+ 15.6% |
$1.04M - $1.19M
|
36.6K
$7.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
4.03KNew |
$852K - $967K
|
4.03K
$880K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
4.01KNew |
$848K - $962K
|
4.01K
$875K
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
3.86K+ 16.05% |
$816K - $927K
|
27.9K
$6.09M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
3.51KNew |
$742K - $842K
|
3.51K
$766K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.32K+ 8.17% |
$700K - $795K
|
43.9K
$9.57M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.27K+ 26.03% |
$691K - $785K
|
15.8K
$3.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.18K+ 12.39% |
$672K - $762K
|
28.8K
$6.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
2.95K+ 13.91% |
$623K - $707K
|
24.1K
$5.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.61K+ 12.5% |
$551K - $626K
|
23.5K
$5.12M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
2.44K+ 33.57% |
$516K - $585K
|
9.71K
$2.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.29K+ 83.9% |
$483K - $549K
|
5.02K
$1.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.16KNew |
$456K - $518K
|
2.16K
$471K
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
2.13KNew |
$450K - $511K
|
2.13K
$465K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.11KNew |
$446K - $506K
|
2.11K
$461K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
2.09KNew |
$440K - $500K
|
2.09K
$455K
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2.01KNew |
$424K - $481K
|
2.01K
$438K
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
1.99KNew |
$420K - $476K
|
1.99K
$433K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
1.82K+ 40.07% |
$384K - $436K
|
6.36K
$1.39M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.79K+ 108.79% |
$379K - $430K
|
3.44K
$751K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.73KNew |
$365K - $415K
|
1.73K
$377K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1.67K+ 395.04% |
$353K - $401K
|
2.09K
$457K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.65K+ 7.4% |
$348K - $395K
|
23.9K
$5.22M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.63K+ 66.1% |
$344K - $391K
|
4.1K
$893K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
1.58K+ 9.09% |
$334K - $380K
|
19K
$4.15M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.56K+ 23.98% |
$329K - $374K
|
8.06K
$1.76M
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
1.54K+ 33.33% |
$325K - $369K
|
6.16K
$1.34M
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.45K+ 74.36% |
$306K - $348K
|
3.4K
$742K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
1.42KNew |
$300K - $340K
|
1.42K
$310K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.36KNew |
$287K - $326K
|
1.36K
$296K
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.35K+ 6.17% |
$284K - $323K
|
23.2K
$5.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.33K+ 116.53% |
$280K - $318K
|
2.46K
$537K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.3K+ 5.34% |
$274K - $311K
|
25.6K
$5.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.28K+ 58.83% |
$271K - $308K
|
3.46K
$756K
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
1.25KNew |
$264K - $300K
|
1.25K
$273K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.24KNew |
$262K - $298K
|
1.24K
$271K
|