Heritage Wealth Management, LLC Ishares Semiconductor ETF Transaction History

Heritage Wealth Management, LLC

  • $200 Million
  • Q1 2024

A detailed history of Heritage Wealth Management, LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 1,035 shares of SOXX stock, worth $258,843. This represents 0.12% of its overall portfolio holdings.

Number of Shares
1,035
Holding current value
$258,843
% of portfolio
0.12%

Shares

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

Apr 25, 2024
BUY
$216.76 - $689.6 $224,346 - $713,736
1,035 New
1,035 $233,000
Q4 2022

Feb 13, 2023
BUY
$316.81 - $388.03 $123,239 - $150,943
389 Added 80.87%
870 $302,000
Q2 2022

Aug 15, 2022
SELL
$349.61 - $471.65 $15,382 - $20,752
-44 Reduced 8.38%
481 $168,000
Q1 2022

Aug 15, 2022
SELL
$420.34 - $553.1 $2,101 - $2,765
-5 Reduced 0.94%
525 $248,000
Q3 2021

Nov 10, 2021
SELL
$426.32 - $476.6 $13,642 - $15,251
-32 Reduced 5.69%
530 $236,000
Q2 2021

Aug 11, 2021
SELL
$387.58 - $454.22 $8,139 - $9,538
-21 Reduced 3.6%
562 $255,000
Q1 2021

Jul 16, 2021
BUY
$375.21 - $439.36 $218,747 - $256,146
583 New
583 $247,000

Others Institutions Holding SOXX

# of Institutions
739
Shares Held
24.1M
Call Options Held
2.66M
Put Options Held
3.81M
View Full List

About ISHARES SEMICONDUCTOR ETF

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