A detailed history of Principle Wealth Partners LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Principle Wealth Partners LLC holds 4,561 shares of SOXX stock, worth $1 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
4,561
Previous 4,645 1.81%
Holding current value
$1 Million
Previous $1.05 Million 7.15%
% of portfolio
0.09%
Previous 0.09%

Shares

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

Aug 13, 2024

SELL
$198.39 - $259.28 $16,664 - $21,779
-84 Reduced 1.81%
4,561 $1.12 Million
Q1 2024

Apr 23, 2024

BUY
$216.76 - $689.6 $677,158 - $2.15 Million
3,124 Added 205.39%
4,645 $1.05 Million
Q4 2023

Feb 05, 2024

BUY
$438.38 - $581.45 $4,383 - $5,814
10 Added 0.66%
1,521 $876,000
Q3 2023

Nov 01, 2023

BUY
$459.31 - $535.64 $50,064 - $58,384
109 Added 7.77%
1,511 $715,000
Q2 2023

Jul 31, 2023

BUY
$401.0 - $516.5 $92,631 - $119,311
231 Added 19.73%
1,402 $711,000
Q4 2022

Feb 02, 2023

BUY
$99.56 - $388.03 $116,584 - $454,383
1,171 New
1,171 $407,000
Q2 2022

Aug 02, 2022

SELL
$349.61 - $471.65 $629,647 - $849,441
-1,801 Reduced 34.64%
3,398 $1.19 Million
Q1 2022

May 12, 2022

BUY
$420.34 - $553.1 $1.09 Million - $1.43 Million
2,588 Added 99.12%
5,199 $2.46 Million
Q4 2021

Feb 11, 2022

BUY
$434.67 - $555.63 $1.13 Million - $1.45 Million
2,611 New
2,611 $1.42 Million
Q3 2020

Nov 16, 2020

SELL
$267.4 - $322.4 $12,567 - $15,152
-47 Closed
0 $0
Q2 2020

Aug 14, 2020

BUY
$193.98 - $272.82 $9,117 - $12,822
47 New
47 $13,000

Others Institutions Holding SOXX

About ISHARES SEMICONDUCTOR ETF


  • Ticker SOXX
  • Sector ETFs
  • Industry ETFs
More about SOXX
Track This Portfolio

Track Principle Wealth Partners LLC Portfolio

Follow Principle Wealth Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Principle Wealth Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Principle Wealth Partners LLC with notifications on news.