National Wealth Management Group, LLC Ishares Semiconductor ETF Transaction History

National Wealth Management Group, LLC

  • $131 Billion
  • Q2 2024

A detailed history of National Wealth Management Group, LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, National Wealth Management Group, LLC holds 2,345 shares of SOXX stock, worth $522,583. This represents 0.44% of its overall portfolio holdings.

Number of Shares
2,345
Previous 2,205 6.35%
Holding current value
$522,583
Previous $498 Million 16.07%
% of portfolio
0.44%
Previous 0.39%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$198.39 - $259.28 $27,774 - $36,299
140 Added 6.35%
2,345 $578 Million
Q1 2024

May 17, 2024
BUY
$216.76 - $689.6 $325,790 - $1.04 Million
1,503 Added 214.1%
2,205 $498 Million
Q4 2023

Feb 01, 2024
BUY
$438.38 - $581.45 $438 - $581
1 Added 0.14%
702 $404 Million
Q3 2023

Nov 13, 2023
BUY
$459.31 - $535.64 $1,377 - $1,606
3 Added 0.43%
701 $332 Million
Q2 2023

Aug 09, 2023
BUY
$401.0 - $516.5 $6,015 - $7,747
15 Added 2.2%
698 $356 Million
Q1 2023

May 15, 2023
BUY
$344.59 - $444.67 $235,354 - $303,709
683 New
683 $281 Million
Q4 2022

Nov 17, 2023
SELL
$99.56 - $388.03 $2,887 - $11,252
-29 Reduced 4.13%
673 $234 Million
Q3 2022

Nov 17, 2023
BUY
$106.24 - $423.32 $106 - $423
1 Added 0.14%
702 $224 Million
Q2 2022

Nov 17, 2023
SELL
$349.61 - $471.65 $1,398 - $1,886
-4 Reduced 0.57%
702 $245 Million
Q1 2022

Nov 17, 2023
SELL
$420.34 - $553.1 $2,522 - $3,318
-6 Reduced 0.84%
706 $334 Million
Q4 2021

Nov 17, 2023
BUY
$434.67 - $555.63 $4,781 - $6,111
11 Added 1.57%
712 $386 Million

Others Institutions Holding SOXX

# of Institutions
802
Shares Held
26M
Call Options Held
1.84M
Put Options Held
3.72M
View Full List

About ISHARES SEMICONDUCTOR ETF

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