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 $848,116. This represents 0.41% of its overall portfolio holdings.

Number of Shares

4,495

Previous 4,080 10.17%

Holding current value

$848,116

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

840

Shares Held

28.4M

Call Options Held

2.35M

Put Options Held

5.08M

View Full List

About ISHARES SEMICONDUCTOR ETF

Ticker SOXX
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Independent Wealth Network Inc. Ishares Semiconductor ETF Transaction History