A detailed history of Bay Harbor Wealth Management, LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Bay Harbor Wealth Management, LLC holds 2,252 shares of SOXX stock, worth $483,774. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,252
Previous 2,082 8.17%
Holding current value
$483,774
Previous $513,000 1.17%
% of portfolio
0.17%
Previous 0.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024

BUY
$199.29 - $265.49 $33,879 - $45,133
170 Added 8.17%
2,252 $519,000
Q1 2024

Apr 22, 2024

BUY
$216.76 - $689.6 $300,862 - $957,164
1,388 Added 200.0%
2,082 $470,000
Q4 2021

Feb 10, 2022

SELL
$434.67 - $555.63 $6,954 - $8,890
-16 Reduced 2.25%
694 $331,000
Q4 2020

Feb 09, 2021

BUY
$301.8 - $382.56 $214,278 - $271,617
710 New
710 $269,000

Others Institutions Holding SOXX

About ISHARES SEMICONDUCTOR ETF


  • Ticker SOXX
  • Sector ETFs
  • Industry ETFs
More about SOXX
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