A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 4,266 shares of SOXX stock, worth $1.04 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,266
Previous 1,417 201.06%
Holding current value
$1.04 Million
Previous $816,000 18.01%
% of portfolio
0.03%
Previous 0.03%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 06, 2024

BUY
$216.76 - $689.6 $617,549 - $1.96 Million
2,849 Added 201.06%
4,266 $963,000
Q4 2023

Feb 06, 2024

BUY
$438.38 - $581.45 $17,535 - $23,258
40 Added 2.9%
1,417 $816,000
Q3 2023

Nov 02, 2023

BUY
$459.31 - $535.64 $41,337 - $48,207
90 Added 6.99%
1,377 $652,000
Q2 2023

Aug 11, 2023

BUY
$401.0 - $516.5 $516,087 - $664,735
1,287 New
1,287 $652,000
Q4 2020

Feb 12, 2021

SELL
$301.8 - $382.56 $654,604 - $829,772
-2,169 Closed
0 $0
Q3 2020

Nov 12, 2020

BUY
$267.4 - $322.4 $28,611 - $34,496
107 Added 5.19%
2,169 $661,000
Q2 2020

Aug 12, 2020

BUY
$193.98 - $272.82 $2,327 - $3,273
12 Added 0.59%
2,062 $558,000
Q1 2020

May 11, 2020

BUY
$176.66 - $268.7 $362,153 - $550,835
2,050 New
2,050 $421,000

Others Institutions Holding SOXX

About ISHARES SEMICONDUCTOR ETF


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

Track Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Portfolio

Follow Empirical Financial Services, LLC D.B.A. Empirical Wealth Management 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 Empirical Financial Services, LLC D.B.A. Empirical Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Empirical Financial Services, LLC D.B.A. Empirical Wealth Management with notifications on news.