Kingswood Wealth Advisors, LLC Ishares Semiconductor ETF Transaction History

Kingswood Wealth Advisors, LLC

$1.33 Trillion
Q4 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 5,015 shares of SOXX stock, worth $1.12 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

5,015

Previous 2,727 83.9%

Holding current value

$1.12 Million

Previous $629 Million 71.84%

% of portfolio

0.08%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$211.27 - $239.8 $483,385 - $548,662	2,288 Added 83.9%	5,015 $1.08 Billion
Q3 2024 Oct 21, 2024	BUY	$199.29 - $265.49 $204,471 - $272,392	1,026 Added 60.32%	2,727 $629 Million
Q2 2024 Jul 09, 2024	SELL	$198.39 - $259.28 $15,474 - $20,223	-78 Reduced 4.38%	1,701 $420 Million
Q1 2024 Apr 15, 2024	BUY	$216.76 - $689.6 $210,690 - $670,291	972 Added 120.45%	1,779 $402 Million
Q4 2023 Jan 16, 2024	SELL	$438.38 - $581.45 $554,550 - $735,534	-1,265 Reduced 61.05%	807 $465 Million
Q3 2023 Oct 23, 2023	BUY	$459.31 - $535.64 $28,477 - $33,209	62 Added 3.08%	2,072 $981 Million
Q2 2023 Aug 09, 2023	BUY	$401.0 - $516.5 $806,010 - $1.04 Million	2,010 New	2,010 $1.02 Billion

Others Institutions Holding SOXX

# of Institutions

837

Shares Held

37.7M

Call Options Held

2.53M

Put Options Held

7.04M

View Full List

About ISHARES SEMICONDUCTOR ETF

Ticker SOXX
Sector ETFs
Industry ETFs

More about SOXX

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Kingswood Wealth Advisors, LLC Ishares Semiconductor ETF Transaction History