Independent Wealth Network Inc. Ishares Semiconductor ETF Transaction History

Independent Wealth Network Inc.

$234 Million
Q4 2024

A detailed history of Independent Wealth Network Inc. transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Independent Wealth Network Inc. holds 4,495 shares of SOXX stock, worth $782,624. This represents 0.41% of its overall portfolio holdings.

Number of Shares

4,495

Previous 4,080 10.17%

Holding current value

$782,624

Previous $940,000 2.98%

% of portfolio

0.41%

Previous 0.43%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 17, 2025	BUY	$211.27 - $239.8 $87,677 - $99,517	415 Added 10.17%	4,495 $968,000
Q3 2024 Oct 15, 2024	BUY	$199.29 - $265.49 $145,282 - $193,542	729 Added 21.75%	4,080 $940,000
Q2 2024 Jul 18, 2024	BUY	$198.39 - $259.28 $47,216 - $61,708	238 Added 7.65%	3,351 $826,000
Q1 2024 May 20, 2024	BUY	$216.76 - $689.6 $674,773 - $2.15 Million	3,113 New	3,113 $703,000
Q4 2023 Jan 12, 2024	BUY	$438.38 - $581.45 $168,776 - $223,858	385 Added 83.33%	847 $487,000
Q3 2023 Oct 11, 2023	SELL	$459.31 - $535.64 $63,844 - $74,453	-139 Reduced 23.13%	462 $218,000
Q2 2023 Jul 12, 2023	SELL	$401.0 - $516.5 $5,213 - $6,714	-13 Reduced 2.12%	601 $304,000
Q1 2023 Apr 18, 2023	SELL	$344.59 - $444.67 $8,270 - $10,672	-24 Reduced 3.76%	614 $273,000
Q4 2022 Jan 25, 2023	BUY	$99.56 - $388.03 $63,519 - $247,563	638 New	638 $0
Q2 2022 Jul 26, 2022	BUY	$349.61 - $471.65 $26,570 - $35,845	76 Added 14.67%	594 $208,000
Q1 2022 Apr 20, 2022	BUY	$420.34 - $553.1 $217,736 - $286,505	518 New	518 $245,000

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

Ticker SOXX
Sector ETFs
Industry ETFs

More about SOXX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Independent Wealth Network Inc., based on Form 13F filings with the SEC.

News

Stay updated on Independent Wealth Network Inc. with notifications on news.

Account

Independent Wealth Network Inc. Ishares Semiconductor ETF Transaction History