Wealth Enhancement Advisory Services, LLC Ishares Semiconductor ETF Transaction History

Wealth Enhancement Advisory Services, LLC

  • $55.6 Billion
  • Q2 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 43,283 shares of SOXX stock, worth $12.5 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
43,283
Previous 27,433 57.78%
Holding current value
$12.5 Million
Previous $5.16 Million 100.14%
% of portfolio
0.02%
Previous 0.01%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
BUY
$154.86 - $239.07 $2.45 Million - $3.79 Million
15,850 Added 57.78%
43,283 $10.3 Million
Q1 2025

Apr 16, 2025
SELL
$188.17 - $235.81 $403,436 - $505,576
-2,144 Reduced 7.25%
27,433 $5.16 Million
Q4 2024

Mar 17, 2025
SELL
$211.27 - $239.8 $136,480 - $154,910
-646 Reduced 2.14%
29,577 $6.37 Million
Q4 2024

Jan 10, 2025
BUY
$211.27 - $239.8 $112,818 - $128,053
534 Added 1.8%
30,223 $6.51 Million
Q3 2024

Oct 23, 2024
SELL
$199.29 - $265.49 $500,018 - $666,114
-2,509 Reduced 7.79%
29,689 $6.85 Million
Q2 2024

Jul 16, 2024
BUY
$198.39 - $259.28 $334,485 - $437,146
1,686 Added 5.53%
32,198 $7.94 Million
Q1 2024

Apr 15, 2024
BUY
$216.76 - $689.6 $4.62 Million - $14.7 Million
21,329 Added 232.27%
30,512 $6.89 Million
Q4 2023

Jan 30, 2024
BUY
$438.38 - $581.45 $877,636 - $1.16 Million
2,002 Added 27.88%
9,183 $5.29 Million
Q3 2023

Nov 13, 2023
BUY
$459.31 - $535.64 $3.3 Million - $3.85 Million
7,181 New
7,181 $3.4 Million

Others Institutions Holding SOXX

# of Institutions
871
Shares Held
28.8M
Call Options Held
3.98M
Put Options Held
5.71M
View Full List

About ISHARES SEMICONDUCTOR ETF

SOXX Quotes by TradingView
  • Ticker SOXX
  • Sector ETFs
  • Industry ETFs
More about SOXX
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, 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 Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email