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 $260,665. This represents 0.05% of its overall portfolio holdings.

Number of Shares
1,195
Previous 1,320 9.47%
Holding current value
$260,665
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
817
Shares Held
36.2M
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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