Heirloom Wealth Management Ishares Semiconductor ETF Transaction History

Heirloom Wealth Management

  • $297 Million
  • Q2 2024

A detailed history of Heirloom Wealth Management transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Heirloom Wealth Management holds 1,165 shares of SOXX stock, worth $267,623. This represents 0.1% of its overall portfolio holdings.

Number of Shares
1,165
Previous 1,277 8.77%
Holding current value
$267,623
Previous $288,000 0.35%
% of portfolio
0.1%
Previous 0.1%

Shares

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

Jul 31, 2024
SELL
$198.39 - $259.28 $22,219 - $29,039
-112 Reduced 8.77%
1,165 $287,000
Q1 2024

Apr 24, 2024
BUY
$216.76 - $689.6 $180,777 - $575,126
834 Added 188.26%
1,277 $288,000
Q4 2023

Jan 31, 2024
BUY
$438.38 - $581.45 $3,507 - $4,651
8 Added 1.84%
443 $255,000
Q3 2023

Oct 23, 2023
BUY
$459.31 - $535.64 $6,430 - $7,498
14 Added 3.33%
435 $206,000
Q2 2023

Aug 08, 2023
BUY
$401.0 - $516.5 $168,821 - $217,446
421 New
421 $213,000
Q4 2022

Feb 01, 2023
BUY
$99.56 - $388.03 $208,279 - $811,758
2,092 New
2,092 $727,000

Others Institutions Holding SOXX

# of Institutions
803
Shares Held
26M
Call Options Held
1.84M
Put Options Held
3.72M
View Full List

About ISHARES SEMICONDUCTOR ETF

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