Liberty Wealth Management LLC Ishares Semiconductor ETF Transaction History

Liberty Wealth Management LLC

  • $569 Million
  • Q3 2024

A detailed history of Liberty Wealth Management LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Liberty Wealth Management LLC holds 1,195 shares of SOXX stock, worth $257,474. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,195
Previous 1,320 9.47%
Holding current value
$257,474
Previous $326,000 15.64%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Nov 01, 2024
SELL
$199.29 - $265.49 $24,911 - $33,186
-125 Reduced 9.47%
1,195 $275,000
Q2 2024

Aug 06, 2024
BUY
$198.39 - $259.28 $12,498 - $16,334
63 Added 5.01%
1,320 $326,000
Q1 2024

May 02, 2024
BUY
$216.76 - $689.6 $192,049 - $610,985
886 Added 238.81%
1,257 $284,000
Q4 2023

Feb 08, 2024
BUY
$438.38 - $581.45 $162,638 - $215,717
371 New
371 $213,000
Q3 2019

Oct 30, 2019
SELL
$193.67 - $220.43 $15,493 - $17,634
-80 Closed
0 $0
Q2 2019

Jul 30, 2019
BUY
$176.52 - $215.69 $14,121 - $17,255
80 New
80 $16,000

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
Track This Portfolio

Track Liberty Wealth Management LLC Portfolio

Follow Liberty Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email