Selective Wealth Management, Inc. Ishares Semiconductor ETF Transaction History

Selective Wealth Management, Inc.

$240 Million
Q1 2025

A detailed history of Selective Wealth Management, Inc. transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 1,897 shares of SOXX stock, worth $330,286. This represents 0.15% of its overall portfolio holdings.

Number of Shares

1,897

Previous 1,877 1.07%

Holding current value

$330,286

Previous $404,000 11.63%

% of portfolio

0.15%

Previous 0.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	$188.17 - $235.81 $3,763 - $4,716	20 Added 1.07%	1,897 $357,000
Q4 2024 Jan 15, 2025	BUY	$211.27 - $239.8 $53,240 - $60,429	252 Added 15.51%	1,877 $404,000
Q3 2024 Oct 09, 2024	BUY	$199.29 - $265.49 $32,683 - $43,540	164 Added 11.23%	1,625 $374,000
Q2 2024 Jul 10, 2024	BUY	$198.39 - $259.28 $289,847 - $378,808	1,461 New	1,461 $360,000
Q1 2022 Apr 20, 2022	SELL	$420.34 - $553.1 $63,050 - $82,965	-150 Reduced 24.23%	469 $222,000
Q4 2021 Jan 18, 2022	SELL	$434.67 - $555.63 $2,608 - $3,333	-6 Reduced 0.96%	619 $336,000
Q3 2021 Oct 27, 2021	BUY	$426.32 - $476.6 $202,502 - $226,385	475 Added 316.67%	625 $279,000
Q2 2021 Aug 04, 2021	BUY	$387.58 - $454.22 $58,137 - $68,133	150 New	150 $68,000

Others Institutions Holding SOXX

# of Institutions

843

Shares Held

28.3M

Call Options Held

2.35M

Put Options Held

5.08M

View Full List

About ISHARES SEMICONDUCTOR ETF

Ticker SOXX
Sector ETFs
Industry ETFs

More about SOXX

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Selective Wealth Management, Inc. Ishares Semiconductor ETF Transaction History