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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-1.34K- 53.04% |
$284K - $322K
|
1.19K
$258K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.42K- 1.47% |
$300K - $341K
|
95K
$20.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-1.5K- 18.78% |
$317K - $360K
|
6.49K
$1.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-1.66K- 21.99% |
$350K - $397K
|
5.87K
$1.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Florin Court Capital LLP
|
SELL
|
- |
-1.7K- 45.95% |
$359K - $408K
|
2K
$434K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.73K- 36.84% |
$366K - $415K
|
2.97K
$644K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.85K- 4.31% |
$391K - $444K
|
41.1K
$8.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.91K- 35.63% |
$404K - $458K
|
3.45K
$748K
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
SELL
|
- |
-2K- 41.4% |
$422K - $479K
|
2.83K
$613K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.03K- 13.84% |
$428K - $486K
|
12.6K
$2.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.12K- 13.32% |
$448K - $508K
|
13.8K
$2.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-2.13K- 22.42% |
$450K - $511K
|
7.37K
$1.6M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.21K- 13.71% |
$466K - $529K
|
13.9K
$3.01M
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-2.56K- 8.66% |
$541K - $614K
|
27K
$5.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.6K- 57.9% |
$550K - $624K
|
1.89K
$411K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.76K- 8.95% |
$583K - $662K
|
28.1K
$6.09M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-3.3K- 6.21% |
$697K - $791K
|
49.8K
$10.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.65K- 1.63% |
$771K - $875K
|
221K
$47.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-3.72K- 10.18% |
$785K - $891K
|
32.8K
$7.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-5.56K- 25.75% |
$1.17M - $1.33M
|
16K
$3.48M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.17K- 10.64% |
$1.3M - $1.48M
|
51.8K
$11.2M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.41K- 4.7% |
$1.57M - $1.78M
|
150K
$32.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.29K- 51.33% |
$1.75M - $1.99M
|
7.86K
$1.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-11.5K- 78.02% |
$2.44M - $2.77M
|
3.25K
$705K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
SELL
|
- |
-12.1K- 34.39% |
$2.55M - $2.9M
|
23.1K
$5M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-12.2K- 88.88% |
$2.58M - $2.92M
|
1.53K
$331K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-21K- 23.62% |
$4.44M - $5.04M
|
68K
$14.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-24.2K- 55.07% |
$5.12M - $5.81M
|
19.8K
$4.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-24.3K- 83.46% |
$5.14M - $5.84M
|
4.83K
$1.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-24.4K- 48.15% |
$5.16M - $5.86M
|
26.3K
$5.71M
|
|
|
Jan 13, 2025
Q4 2024
|
Cadent Capital Advisors, LLC
|
SELL
|
- |
-32.9K- 91.57% |
$6.95M - $7.89M
|
3.03K
$656K
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-46.8K- 71.36% |
$9.89M - $11.2M
|
18.8K
$4.07M
|
|
|
Feb 04, 2025
Q4 2024
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-72.9K- 87.97% |
$15.4M - $17.5M
|
9.97K
$2.16M
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-77.6K- 64.06% |
$16.4M - $18.6M
|
43.5K
$9.44M
|
|
|
Jan 30, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-253K- 99.19% |
$53.4M - $60.6M
|
2.06K
$447K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-15.2M- 99.97% |
$3.22B - $3.65B
|
3.85K
$835K
|