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 3,134 shares of SOXX stock, worth $717,121. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,134
Previous 2,803 11.81%
Holding current value
$717,121
Previous $633,000 21.96%
% of portfolio
0.01%
Previous 0.01%

Shares

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

About ISHARES SEMICONDUCTOR ETF


  • Ticker SOXX
  • Sector ETFs
  • Industry ETFs
More about SOXX
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