Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Semiconductor ETF Transaction History

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

  • $3.65 Billion
  • Q4 2024

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 $710,502. This represents 0.03% of its overall portfolio holdings.

Number of Shares
4,266
Previous 4,141 3.02%
Holding current value
$710,502
Previous $954,000 3.67%
% of portfolio
0.03%
Previous 0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 21, 2025
BUY
$211.27 - $239.8 $26,408 - $29,975
125 Added 3.02%
4,266 $919,000
Q3 2024

Oct 31, 2024
SELL
$199.29 - $265.49 $21,921 - $29,203
-110 Reduced 2.59%
4,141 $954,000
Q2 2024

Aug 09, 2024
SELL
$198.39 - $259.28 $2,975 - $3,889
-15 Reduced 0.35%
4,251 $1.05 Million
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

# of Institutions
843
Shares Held
28.3M
Call Options Held
2.35M
Put Options Held
5.08M
View Full List

About ISHARES SEMICONDUCTOR ETF

SOXX Quotes by TradingView
  • Ticker SOXX
  • Sector ETFs
  • Industry ETFs
More about SOXX
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