Kingswood Wealth Advisors, LLC Ishares Semiconductor ETF Transaction History

Kingswood Wealth Advisors, LLC

  • $1.27 Trillion
  • Q2 2025

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 1,815 shares of SOXX stock, worth $440,809. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,815
Previous 5,118 64.54%
Holding current value
$440,809
Previous $963 Million 55.03%
% of portfolio
0.03%
Previous 0.04%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 23, 2025
SELL
$154.86 - $239.07 $511,502 - $789,648
-3,303 Reduced 64.54%
1,815 $433 Million
Q1 2025

Jul 25, 2025
BUY
$188.17 - $235.81 $621,525 - $778,880
3,303 Added 181.98%
5,118 $963 Million
Q1 2025

Apr 21, 2025
BUY
$188.17 - $235.81 $19,381 - $24,288
103 Added 2.05%
5,118 $963 Million
Q4 2024

Jan 22, 2025
BUY
$211.27 - $239.8 $483,385 - $548,662
2,288 Added 83.9%
5,015 $1.08 Billion
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
842
Shares Held
24.6M
Call Options Held
2.38M
Put Options Held
4.68M
View Full List

About ISHARES SEMICONDUCTOR ETF

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