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 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
13+ 1.28% |
$2.75K - $3.12K
|
1.03K
$245K
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
12+ 8.0% |
$2.54K - $2.88K
|
162
$38.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
10+ 0.24% |
$2.11K - $2.4K
|
4.23K
$1M
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
10+ 0.8% |
$2.11K - $2.4K
|
1.26K
$298K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
9New |
$1.9K - $2.16K
|
9
$2.14K
|
|
|
Feb 18, 2025
Q4 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
7+ 0.16% |
$1.48K - $1.68K
|
4.46K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
7+ 0.13% |
$1.48K - $1.68K
|
5.5K
$1.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
7+ 0.52% |
$1.48K - $1.68K
|
1.36K
$324K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
6+ 0.61% |
$1.27K - $1.44K
|
996
$237K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
5+ 0.17% |
$1.06K - $1.2K
|
2.98K
$707K
|
|
|
Jan 14, 2025
Q4 2024
|
Apella Capital, LLC
|
BUY
|
- |
5+ 0.25% |
$1.06K - $1.2K
|
1.98K
$470K
|
|
|
Feb 11, 2025
Q4 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
5+ 0.15% |
$1.06K - $1.2K
|
3.35K
$795K
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.18% |
$845 - $959
|
2.18K
$518K
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
4New |
$845 - $959
|
4
$950
|
|
|
Feb 13, 2025
Q4 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
3+ 0.17% |
$634 - $719
|
1.78K
$423K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
3+ 60.0% |
$634 - $719
|
8
$1.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
3+ 0.19% |
$634 - $719
|
1.57K
$374K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.15% |
$423 - $480
|
1.36K
$324K
|
|
|
Feb 07, 2025
Q4 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
2+ 0.21% |
$423 - $480
|
949
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
2+ 0.1% |
$423 - $480
|
1.98K
$470K
|
|
|
Jan 31, 2025
Q4 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
2+ 0.65% |
$423 - $480
|
310
$73.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
2+ 0.12% |
$423 - $480
|
1.63K
$386K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2+ 0.16% |
$423 - $480
|
1.26K
$300K
|
|
|
Feb 11, 2025
Q4 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
1+ 0.13% |
$211 - $240
|
800
$190K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
1+ 0.1% |
$211 - $240
|
990
$235K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1+ 0.04% |
$211 - $240
|
2.49K
$590K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.19% |
$211 - $240
|
521
$124K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.18% |
$211 - $240
|
553
$131K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
1+ 0.05% |
$211 - $240
|
2.14K
$507K
|
|
|
Feb 10, 2025
Q4 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
1+ 0.08% |
$211 - $240
|
1.26K
$300K
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
1+ 0.02% |
$211 - $240
|
4.56K
$1.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1+ 0.25% |
$211 - $240
|
399
$94.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
1+ 0.1% |
$211 - $240
|
1.05K
$250K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1+ 0.06% |
$211 - $240
|
1.55K
$368K
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$211 - $240
|
993
$236K
|
|
|
Feb 07, 2025
Q4 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.14% |
$211 - $240
|
729
$173K
|
|
|
Jan 16, 2025
Q4 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
1+ 0.07% |
$211 - $240
|
1.53K
$363K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1+ 0.11% |
$211 - $240
|
940
$223K
|
|
|
Jan 17, 2025
Q4 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.13% |
$211 - $240
|
788
$187K
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
1+ 0.95% |
$211 - $240
|
106
$25.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-1- 0.09% |
$211 - $240
|
1.13K
$269K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-1- 0.01% |
$211 - $240
|
10.8K
$2.58M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-2- 0.21% |
$423 - $480
|
935
$222K
|
|
|
Jan 31, 2025
Q4 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2- 0.11% |
$423 - $480
|
1.83K
$434K
|
|
|
Jan 30, 2025
Q4 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-2- 0.17% |
$423 - $480
|
1.14K
$272K
|
|
|
Feb 14, 2025
Q4 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-3- 0.14% |
$634 - $719
|
2.08K
$493K
|
|
|
Feb 13, 2025
Q4 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3- -0.0% |
$634 - $719
|
240K
$57.1M
|
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-5Closed |
$1.06K - $1.2K
|
0
$0
|