Kingswood Wealth Advisors, LLC Ishares Semiconductor ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.4 Trillion
  • Q3 2024

A detailed history of Kingswood Wealth Advisors, LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Kingswood Wealth Advisors, LLC holds 2,727 shares of SOXX stock, worth $578,478. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,727
Previous 1,701 60.32%
Holding current value
$578,478
Previous $420 Million 49.84%
% of portfolio
0.04%
Previous 0.04%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$199.29 - $265.49 $204,471 - $272,392
1,026 Added 60.32%
2,727 $629 Million
Q2 2024

Jul 09, 2024
SELL
$198.39 - $259.28 $15,474 - $20,223
-78 Reduced 4.38%
1,701 $420 Million
Q1 2024

Apr 15, 2024
BUY
$216.76 - $689.6 $210,690 - $670,291
972 Added 120.45%
1,779 $402 Million
Q4 2023

Jan 16, 2024
SELL
$438.38 - $581.45 $554,550 - $735,534
-1,265 Reduced 61.05%
807 $465 Million
Q3 2023

Oct 23, 2023
BUY
$459.31 - $535.64 $28,477 - $33,209
62 Added 3.08%
2,072 $981 Million
Q2 2023

Aug 09, 2023
BUY
$401.0 - $516.5 $806,010 - $1.04 Million
2,010 New
2,010 $1.02 Billion

Others Institutions Holding SOXX

# of Institutions
806
Shares Held
51.1M
Call Options Held
2.12M
Put Options Held
6.73M
View Full List

About ISHARES SEMICONDUCTOR ETF

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