Moneta Group Investment Advisors LLC Ishares Semiconductor ETF Transaction History

Moneta Group Investment Advisors LLC

  • $8.23 Billion
  • Q2 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 2,982 shares of SOXX stock, worth $861,738. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,982
Previous 2,912 2.4%
Holding current value
$861,738
Previous $547,000 29.98%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 14, 2025
BUY
$154.86 - $239.07 $10,840 - $16,734
70 Added 2.4%
2,982 $711,000
Q1 2025

May 15, 2025
SELL
$188.17 - $235.81 $6,209 - $7,781
-33 Reduced 1.12%
2,912 $547,000
Q4 2024

Feb 11, 2025
SELL
$211.27 - $239.8 $59,789 - $67,863
-283 Reduced 8.77%
2,945 $634,000
Q3 2024

Nov 12, 2024
BUY
$199.29 - $265.49 $18,733 - $24,956
94 Added 3.0%
3,228 $744,000
Q2 2024

Aug 13, 2024
BUY
$198.39 - $259.28 $65,667 - $85,821
331 Added 11.81%
3,134 $772,000
Q1 2024

Aug 13, 2024
BUY
$216.76 - $689.6 $372,610 - $1.19 Million
1,719 Added 158.58%
2,803 $633,000
Q4 2023

Feb 15, 2024
BUY
$438.38 - $581.45 $475,203 - $630,291
1,084 New
1,084 $624,000
Q2 2018

Aug 14, 2018
SELL
$168.35 - $195.37 $21,043 - $24,421
-125 Closed
0 $0
Q1 2018

May 14, 2018
BUY
$165.34 - $196.31 $20,667 - $24,538
125 New
125 $23,000

Others Institutions Holding SOXX

# of Institutions
879
Shares Held
28.8M
Call Options Held
3.98M
Put Options Held
5.71M
View Full List

About ISHARES SEMICONDUCTOR ETF

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