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 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
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.15K+ 18.8% |
$243K - $276K
|
7.28K
$1.59M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1.13KNew |
$239K - $271K
|
1.13K
$246K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.13K+ 4.4% |
$238K - $270K
|
26.7K
$5.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.06K+ 10.66% |
$225K - $255K
|
11K
$2.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.04KNew |
$220K - $250K
|
1.04K
$228K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.03K+ 22.63% |
$217K - $247K
|
5.57K
$1.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.03KNew |
$217K - $246K
|
1.03K
$224K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
999+ 10.08% |
$211K - $240K
|
10.9K
$2.38M
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
951New |
$201K - $228K
|
951
$207K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
949New |
$200K - $228K
|
949
$207K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
927+ 10.82% |
$196K - $222K
|
9.5K
$2.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
876+ 8.07% |
$185K - $210K
|
11.7K
$2.56M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
827+ 2.59% |
$175K - $198K
|
32.7K
$7.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
825+ 3.45% |
$174K - $198K
|
24.7K
$5.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
751+ 2.01% |
$159K - $180K
|
38.2K
$8.33M
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
750New |
$158K - $180K
|
750
$164K
|
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
749+ 3.58% |
$158K - $180K
|
21.7K
$4.73M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
703+ 14.08% |
$149K - $169K
|
5.7K
$1.24M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
649New |
$137K - $156K
|
649
$142K
|
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
646+ 64.15% |
$136K - $155K
|
1.65K
$361K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
627+ 9.59% |
$132K - $150K
|
7.17K
$1.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
617+ 24.4% |
$130K - $148K
|
3.15K
$686K
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
603+ 26.21% |
$127K - $145K
|
2.9K
$633K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
568+ 5.47% |
$120K - $136K
|
11K
$2.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
550+ 4.83% |
$116K - $132K
|
11.9K
$2.61M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
534+ 1.8% |
$113K - $128K
|
30.2K
$6.59M
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
491+ 5.85% |
$104K - $118K
|
8.88K
$1.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
487+ 13.38% |
$103K - $117K
|
4.13K
$900K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
485+ 39.37% |
$102K - $116K
|
1.72K
$375K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
458+ 8.5% |
$96.8K - $110K
|
5.84K
$1.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
415+ 10.17% |
$87.7K - $99.5K
|
4.5K
$980K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
399New |
$84.3K - $95.7K
|
399
$87K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
393+ 48.88% |
$83K - $94.2K
|
1.2K
$261K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
388+ 3.01% |
$82K - $93K
|
13.3K
$2.9M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
379+ 5.71% |
$80.1K - $90.9K
|
7.02K
$1.53M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
363+ 2.32% |
$76.7K - $87K
|
16K
$3.49M
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
350New |
$73.9K - $83.9K
|
350
$76.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
349+ 6.93% |
$73.7K - $83.7K
|
5.38K
$1.17M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
340+ 18.53% |
$71.8K - $81.5K
|
2.18K
$474K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
322+ 5.75% |
$68K - $77.2K
|
5.92K
$1.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
318+ 65.03% |
$67.2K - $76.3K
|
807
$176K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
306New |
$64.6K - $73.4K
|
306
$66.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
303+ 4.56% |
$64K - $72.7K
|
6.95K
$1.52M
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
300New |
$63.4K - $71.9K
|
300
$65.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
300New |
$63.4K - $71.9K
|
300
$65.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
283+ 0.97% |
$59.8K - $67.9K
|
29.3K
$6.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
268+ 8.36% |
$56.6K - $64.3K
|
3.47K
$758K
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
252+ 15.51% |
$53.2K - $60.4K
|
1.88K
$409K
|