Heritage Wealth Advisors Ishares Semiconductor ETF Transaction History

Heritage Wealth Advisors

$2.06 Billion
Q3 2024

A detailed history of Heritage Wealth Advisors transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Heritage Wealth Advisors holds 100 shares of SOXX stock, worth $21,687. This represents 0.0% of its overall portfolio holdings.

Number of Shares

100

Previous 189 47.09%

Holding current value

$21,687

Previous $46,000 50.0%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$199.29 - $265.49 $17,736 - $23,628	-89 Reduced 47.09%	100 $23,000
Q2 2024 Dec 12, 2024	SELL	$198.39 - $259.28 $8,927 - $11,667	-45 Reduced 19.23%	189 $46,000
Q2 2024 Aug 05, 2024	SELL	$198.39 - $259.28 $8,927 - $11,667	-45 Reduced 19.23%	189 $46,000
Q1 2024 Dec 12, 2024	BUY	$216.76 - $689.6 $27,311 - $86,889	126 Added 116.67%	234 $52,000
Q1 2024 May 08, 2024	BUY	$216.76 - $689.6 $27,311 - $86,889	126 Added 116.67%	234 $52,000
Q2 2023 Dec 12, 2024	BUY	$401.0 - $516.5 $3,208 - $4,132	8 Added 8.0%	108 $54,000
Q3 2022 Dec 12, 2024	BUY	$106.24 - $423.32 $849 - $3,386	8 Added 8.0%	108 $11,000
Q3 2022 Nov 10, 2022	SELL	$106.24 - $423.32 $3,718 - $14,816	-35 Reduced 24.48%	108 $34,000
Q2 2022 Aug 04, 2022	BUY	$349.61 - $471.65 $12,236 - $16,507	35 Added 32.41%	143 $50,000
Q1 2022 May 11, 2022	BUY	$420.34 - $553.1 $45,396 - $59,734	108 New	108 $51,000

Others Institutions Holding SOXX

# of Institutions

823

Shares Held

37.8M

Call Options Held

2.12M

Put Options Held

6.73M

View Full List

About ISHARES SEMICONDUCTOR ETF

Ticker SOXX
Sector ETFs
Industry ETFs

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Heritage Wealth Advisors Ishares Semiconductor ETF Transaction History