Hb Wealth Management, LLC Ishares Semiconductor ETF Transaction History

Hb Wealth Management, LLC

  • $9.75 Billion
  • Q4 2024

A detailed history of Hb Wealth Management, LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Hb Wealth Management, LLC holds 2,690 shares of SOXX stock, worth $583,380. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,690
Previous 2,828 4.88%
Holding current value
$583,380
Previous $652,000 11.2%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 15, 2025
SELL
$211.27 - $239.8 $29,155 - $33,092
-138 Reduced 4.88%
2,690 $579,000
Q3 2024

Oct 15, 2024
BUY
$199.29 - $265.49 $11,957 - $15,929
60 Added 2.17%
2,828 $652,000
Q2 2024

Jul 26, 2024
BUY
$198.39 - $259.28 $132,524 - $173,199
668 Added 31.81%
2,768 $682,000
Q1 2024

Apr 30, 2024
BUY
$216.76 - $689.6 $303,464 - $965,440
1,400 Added 200.0%
2,100 $474,000
Q4 2021

Feb 15, 2022
BUY
$434.67 - $555.63 $304,269 - $388,941
700 New
700 $380,000

Others Institutions Holding SOXX

# of Institutions
826
Shares Held
38M
Call Options Held
2.12M
Put Options Held
7.19M
View Full List

About ISHARES SEMICONDUCTOR ETF

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