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 4,080 shares of SOXX stock, worth $951,048. This represents 0.43% of its overall portfolio holdings.

Number of Shares
4,080
Previous 3,351 21.75%
Holding current value
$951,048
Previous $826,000 13.8%
% of portfolio
0.43%
Previous 0.4%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES SEMICONDUCTOR ETF


  • Ticker SOXX
  • Sector ETFs
  • Industry ETFs
More about SOXX
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