Modera Wealth Management, LLC Ishares Semiconductor ETF Transaction History

Modera Wealth Management, LLC

  • $7.79 Billion
  • Q3 2024

A detailed history of Modera Wealth Management, LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Modera Wealth Management, LLC holds 1,030 shares of SOXX stock, worth $224,746. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,030
Previous 1,687 38.94%
Holding current value
$224,746
Previous $416,000 43.03%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Oct 24, 2024
SELL
$199.29 - $265.49 $130,933 - $174,426
-657 Reduced 38.94%
1,030 $237,000
Q2 2024

Jul 29, 2024
BUY
$198.39 - $259.28 $47,811 - $62,486
241 Added 16.67%
1,687 $416,000
Q1 2024

May 14, 2024
BUY
$216.76 - $689.6 $208,956 - $664,774
964 Added 200.0%
1,446 $326,000
Q3 2023

Nov 30, 2023
BUY
$459.31 - $535.64 $221,387 - $258,178
482 New
482 $228,000
Q2 2023

Aug 07, 2023
BUY
$401.0 - $516.5 $194,485 - $250,502
485 New
485 $246,000

Others Institutions Holding SOXX

# of Institutions
807
Shares Held
36M
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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