Kfg Wealth Management, LLC Ishares Semiconductor ETF Transaction History

Kfg Wealth Management, LLC

$434 Million
Q2 2025

A detailed history of Kfg Wealth Management, LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 8,330 shares of SOXX stock, worth $2.02 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

8,330

Previous 1,535 442.67%

Holding current value

$2.02 Million

Previous $289,000 587.89%

% of portfolio

0.46%

Previous 0.07%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	BUY	$154.86 - $239.07 $1.05 Million - $1.62 Million	6,795 Added 442.67%	8,330 $1.99 Million
Q1 2025 Apr 11, 2025	BUY	$188.17 - $235.81 $1,881 - $2,358	10 Added 0.66%	1,535 $289,000
Q4 2024 Jan 21, 2025	SELL	$211.27 - $239.8 $2.58 Million - $2.92 Million	-12,190 Reduced 88.88%	1,525 $328,000
Q3 2024 Oct 15, 2024	SELL	$199.29 - $265.49 $441,228 - $587,794	-2,214 Reduced 13.9%	13,715 $3.16 Million
Q2 2024 Jul 19, 2024	SELL	$198.39 - $259.28 $206,722 - $270,169	-1,042 Reduced 6.14%	15,929 $3.93 Million
Q1 2024 Apr 19, 2024	BUY	$216.76 - $689.6 $3.57 Million - $11.3 Million	16,450 Added 3157.39%	16,971 $3.83 Million
Q4 2023 Jan 31, 2024	SELL	$438.38 - $581.45 $56,989 - $75,588	-130 Reduced 19.97%	521 $300,000
Q3 2023 Oct 17, 2023	BUY	$459.31 - $535.64 $77,623 - $90,523	169 Added 35.06%	651 $308,000
Q2 2023 Jul 18, 2023	SELL	$401.0 - $516.5 $6.33 Million - $8.15 Million	-15,781 Reduced 97.04%	482 $244 Million
Q1 2023 Apr 14, 2023	BUY	$344.59 - $444.67 $5.6 Million - $7.23 Million	16,263 New	16,263 $6.89 Billion

Others Institutions Holding SOXX

# of Institutions

853

Shares Held

27M

Call Options Held

3.61M

Put Options Held

5.39M

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 Kfg Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kfg Wealth Management, LLC with notifications on news.

Account

Kfg Wealth Management, LLC Ishares Semiconductor ETF Transaction History