A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 2,906 shares of SOXX stock, worth $839,775. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,906
Previous 3,955 26.52%
Holding current value
$839,775
Previous $744,000 6.85%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 14, 2025

SELL
$154.86 - $239.07 $162,448 - $250,784
-1,049 Reduced 26.52%
2,906 $693,000
Q1 2025

May 13, 2025

BUY
$188.17 - $235.81 $161,261 - $202,089
857 Added 27.66%
3,955 $744,000
Q4 2024

Aug 25, 2025

BUY
$211.27 - $239.8 $267,679 - $303,826
1,267 Added 43.6%
4,173 $899,000
Q4 2024

Feb 14, 2025

SELL
$211.27 - $239.8 $4,225 - $4,796
-20 Reduced 0.64%
3,098 $667,000
Q3 2024

Nov 14, 2024

BUY
$199.29 - $265.49 $59,189 - $78,850
297 Added 10.53%
3,118 $718,000
Q2 2024

Aug 14, 2024

SELL
$198.39 - $259.28 $9,919 - $12,963
-50 Reduced 1.74%
2,821 $695,000
Q1 2024

May 14, 2024

BUY
$216.76 - $689.6 $622,317 - $1.98 Million
2,871 New
2,871 $648,000

Others Institutions Holding SOXX

About ISHARES SEMICONDUCTOR ETF


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