A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 58,042 shares of SOXX stock, worth $12.4 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
58,042
Previous 63,330 8.35%
Holding current value
$12.4 Million
Previous $14.3 Million 0.05%
% of portfolio
0.16%
Previous 0.17%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

SELL
$198.39 - $259.28 $1.05 Million - $1.37 Million
-5,288 Reduced 8.35%
58,042 $14.3 Million
Q1 2024

May 13, 2024

BUY
$216.76 - $689.6 $8.18 Million - $26 Million
37,740 Added 147.48%
63,330 $14.3 Million
Q4 2023

Feb 02, 2024

BUY
$438.38 - $581.45 $929,365 - $1.23 Million
2,120 Added 9.03%
25,590 $14.7 Million
Q3 2023

Nov 08, 2023

BUY
$459.31 - $535.64 $350,912 - $409,228
764 Added 3.36%
23,470 $11.1 Million
Q2 2023

Aug 03, 2023

BUY
$401.0 - $516.5 $235,788 - $303,702
588 Added 2.66%
22,706 $11.5 Million
Q1 2023

Aug 22, 2023

BUY
$344.59 - $444.67 $532,736 - $687,459
1,546 Added 6.81%
24,252 $10.8 Million
Q1 2023

Jun 14, 2023

SELL
$344.59 - $444.67 $735,355 - $948,925
-2,134 Reduced 8.8%
22,118 $9.84 Million
Q1 2023

May 10, 2023

BUY
$344.59 - $444.67 $450,034 - $580,739
1,306 Added 5.69%
24,252 $10.8 Million
Q4 2022

Aug 30, 2023

SELL
$316.81 - $388.03 $186,284 - $228,161
-588 Reduced 2.59%
22,118 $7.7 Million
Q4 2022

Feb 13, 2023

SELL
$316.81 - $388.03 $604,156 - $739,973
-1,907 Reduced 7.67%
22,946 $7.98 Million
Q3 2022

Feb 13, 2023

SELL
$333.76 - $423.32 $356,121 - $451,682
-1,067 Reduced 4.12%
24,853 $8.29 Million
Q3 2022

Nov 14, 2022

BUY
$333.76 - $423.32 $4.42 Million - $5.61 Million
13,250 Added 104.58%
25,920 $8.48 Million
Q2 2022

Aug 15, 2022

SELL
$349.61 - $471.65 $2.8 Million - $3.78 Million
-8,020 Reduced 38.76%
12,670 $4.43 Million
Q1 2022

May 16, 2022

BUY
$420.34 - $553.1 $8.7 Million - $11.4 Million
20,690 New
20,690 $9.79 Million

Others Institutions Holding SOXX

About ISHARES SEMICONDUCTOR ETF


  • Ticker SOXX
  • Sector ETFs
  • Industry ETFs
More about SOXX
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.