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 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
248New |
$52.4K - $59.5K
|
248
$54.1K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
247+ 484.31% |
$52.2K - $59.2K
|
298
$65K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
242+ 2.48% |
$51.1K - $58K
|
9.99K
$2.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
235+ 9.34% |
$49.6K - $56.4K
|
2.75K
$600K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
233+ 3.64% |
$49.2K - $55.9K
|
6.64K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
229+ 10.53% |
$48.4K - $54.9K
|
2.4K
$524K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
224+ 2.36% |
$47.3K - $53.7K
|
9.73K
$2.12M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
195New |
$41.2K - $46.8K
|
195
$42.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
195+ 39.16% |
$41.2K - $46.8K
|
693
$151K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
156+ 4.45% |
$33K - $37.4K
|
3.66K
$798K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
153+ 3.86% |
$32.3K - $36.7K
|
4.12K
$898K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
147+ 4.34% |
$31.1K - $35.3K
|
3.53K
$770K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
145+ 0.49% |
$30.6K - $34.8K
|
29.8K
$6.5M
|
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
137+ 10.0% |
$28.9K - $32.9K
|
1.51K
$329K
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
129+ 7.17% |
$27.3K - $30.9K
|
1.93K
$421K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
129+ 1.27% |
$27.3K - $30.9K
|
10.3K
$2.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
125+ 3.02% |
$26.4K - $30K
|
4.27K
$931K
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
116+ 0.99% |
$24.5K - $27.8K
|
11.8K
$2.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
116New |
$24.5K - $27.8K
|
116
$25.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
114+ 1.14% |
$24.1K - $27.3K
|
10.1K
$2.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
111+ 3.22% |
$23.5K - $26.6K
|
3.56K
$776K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
104+ 9.63% |
$22K - $24.9K
|
1.18K
$258K
|
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
100+ 5.49% |
$21.1K - $24K
|
1.92K
$419K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
95+ 0.72% |
$20.1K - $22.8K
|
13.3K
$2.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
94+ 0.37% |
$19.9K - $22.5K
|
25.5K
$5.55M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
82+ 1.74% |
$17.3K - $19.7K
|
4.81K
$1.05M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
77+ 2.42% |
$16.3K - $18.5K
|
3.26K
$710K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
72+ 5.47% |
$15.2K - $17.3K
|
1.39K
$303K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
65New |
$13.7K - $15.6K
|
65
$14.2K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
61New |
$12.9K - $14.6K
|
61
$13.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
58+ 4.24% |
$12.3K - $13.9K
|
1.43K
$311K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
54+ 1.48% |
$11.4K - $12.9K
|
3.7K
$808K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
53New |
$11.2K - $12.7K
|
53
$11.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
44New |
$9.3K - $10.6K
|
44
$9.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
40+ 2.73% |
$8.45K - $9.59K
|
1.5K
$328K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
32+ 1.22% |
$6.76K - $7.67K
|
2.67K
$581K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
29New |
$6.13K - $6.95K
|
29
$6.33K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
29New |
$6.13K - $6.95K
|
29
$6.33K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
22+ 0.94% |
$4.65K - $5.28K
|
2.37K
$517K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
20+ 4.55% |
$4.23K - $4.8K
|
460
$100K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
19+ 1.66% |
$4.01K - $4.56K
|
1.16K
$253K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
10+ 0.24% |
$2.11K - $2.4K
|
4.23K
$922K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
10+ 0.8% |
$2.11K - $2.4K
|
1.26K
$274K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
9New |
$1.9K - $2.16K
|
9
$1.96K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
7+ 0.52% |
$1.48K - $1.68K
|
1.36K
$298K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6+ 0.61% |
$1.27K - $1.44K
|
996
$217K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
5+ 0.25% |
$1.06K - $1.2K
|
1.98K
$432K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
5+ 0.17% |
$1.06K - $1.2K
|
2.98K
$649K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.18% |
$845 - $959
|
2.18K
$475K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.15% |
$423 - $480
|
1.36K
$297K
|