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
|
Klingman & Associates, LLC
|
BUY
|
- |
95+ 0.72% |
$20.1K - $22.8K
|
13.3K
$3.21M
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
94+ 0.37% |
$19.9K - $22.5K
|
25.5K
$6.15M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
90New |
$19K - $21.6K
|
90
$21.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
86+ 0.9% |
$18.2K - $20.6K
|
9.69K
$2.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
86+ 0.08% |
$18.2K - $20.6K
|
112K
$27.1M
|
|
|
Jun 10, 2025
Q4 2024
|
Birchbrook, Inc.
Bangor, ME |
BUY
|
- |
84New |
$17.7K - $20.1K
|
84
$20.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
82+ 1.74% |
$17.3K - $19.7K
|
4.81K
$1.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
81+ 21.04% |
$17.1K - $19.4K
|
466
$113K
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
77+ 2.42% |
$16.3K - $18.5K
|
3.26K
$786K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
75New |
$15.8K - $18K
|
75
$18.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
75+ 2.98% |
$15.8K - $18K
|
2.6K
$627K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
72+ 5.47% |
$15.2K - $17.3K
|
1.39K
$335K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
65New |
$13.7K - $15.6K
|
65
$15.7K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
61New |
$12.9K - $14.6K
|
61
$14.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
59+ 5.79% |
$12.5K - $14.1K
|
1.08K
$260K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
58+ 4.24% |
$12.3K - $13.9K
|
1.43K
$344K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
55+ 1.72% |
$11.6K - $13.2K
|
3.25K
$784K
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
54+ 1.48% |
$11.4K - $12.9K
|
3.7K
$894K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
53New |
$11.2K - $12.7K
|
53
$12.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
46+ 1.09% |
$9.72K - $11K
|
4.26K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
44+ 7.99% |
$9.3K - $10.6K
|
595
$144K
|
|
|
Feb 14, 2025
Q4 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
44+ 72.13% |
$9.3K - $10.6K
|
105
$25.4K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
44New |
$9.3K - $10.6K
|
44
$10.6K
|
|
|
Feb 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
43New |
$9.08K - $10.3K
|
43
$10.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
41+ 3.49% |
$8.66K - $9.83K
|
1.22K
$294K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
41+ 58.57% |
$8.66K - $9.83K
|
111
$26.8K
|
|
|
Feb 18, 2025
Q4 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
41+ 0.5% |
$8.66K - $9.83K
|
8.24K
$1.99M
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
40New |
$8.45K - $9.59K
|
40
$9.66K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
40New |
$8.45K - $9.59K
|
40
$9.66K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
40+ 2.73% |
$8.45K - $9.59K
|
1.5K
$363K
|
|
|
Feb 12, 2025
Q4 2024
|
Allianz Se
Munich, 2M |
BUY
|
- |
38New |
$8.03K - $9.11K
|
38
$9.17K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
37New |
$7.82K - $8.87K
|
37
$8.93K
|
|
|
Jan 31, 2025
Q4 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
32+ 1.22% |
$6.76K - $7.67K
|
2.67K
$643K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
32+ 0.95% |
$6.76K - $7.67K
|
3.39K
$818K
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
29New |
$6.13K - $6.95K
|
29
$7K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
29New |
$6.13K - $6.95K
|
29
$7K
|
|
|
Feb 14, 2025
Q4 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
29+ 0.39% |
$6.13K - $6.95K
|
7.38K
$1.78M
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
27New |
$5.7K - $6.47K
|
27
$6.52K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
27New |
$5.7K - $6.47K
|
27
$6.52K
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
22+ 0.94% |
$4.65K - $5.28K
|
2.37K
$572K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
21+ 0.99% |
$4.44K - $5.04K
|
2.14K
$516K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
21+ 1.61% |
$4.44K - $5.04K
|
1.32K
$319K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
21+ 0.34% |
$4.44K - $5.04K
|
6.21K
$1.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
20+ 1.14% |
$4.23K - $4.8K
|
1.77K
$427K
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
20+ 4.55% |
$4.23K - $4.8K
|
460
$111K
|
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
19+ 1.66% |
$4.01K - $4.56K
|
1.16K
$280K
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
16+ 1.14% |
$3.38K - $3.84K
|
1.41K
$341K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
15New |
$3.17K - $3.6K
|
15
$3.62K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
14+ 0.44% |
$2.96K - $3.36K
|
3.17K
$764K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
13+ 1.15% |
$2.75K - $3.12K
|
1.14K
$275K
|