Moneta Group Investment Advisors LLC Ishares Semiconductor ETF Transaction History

Moneta Group Investment Advisors LLC

$7.15 Billion
Q1 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 2,912 shares of SOXX stock, worth $716,905. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,912

Previous 2,945 1.12%

Holding current value

$716,905

Previous $634,000 13.72%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

828

Shares Held

23.9M

Call Options Held

2.38M

Put Options Held

4.43M

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About ISHARES SEMICONDUCTOR ETF

Ticker SOXX
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Moneta Group Investment Advisors LLC Ishares Semiconductor ETF Transaction History