Wealthspire Advisors, LLC Ishares Semiconductor ETF Transaction History

Wealthspire Advisors, LLC

  • $9.71 Billion
  • Q3 2024

A detailed history of Wealthspire Advisors, LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Wealthspire Advisors, LLC holds 9,745 shares of SOXX stock, worth $2.18 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
9,745
Previous 10,524 7.4%
Holding current value
$2.18 Million
Previous $2.6 Million 13.41%
% of portfolio
0.02%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$199.29 - $265.49 $155,246 - $206,816
-779 Reduced 7.4%
9,745 $2.25 Million
Q2 2024

Aug 08, 2024
BUY
$198.39 - $259.28 $1.42 Million - $1.86 Million
7,182 Added 214.9%
10,524 $2.6 Million
Q1 2024

May 06, 2024
BUY
$216.76 - $689.6 $420,514 - $1.34 Million
1,940 Added 138.37%
3,342 $755,000
Q4 2023

Feb 06, 2024
BUY
$438.38 - $581.45 $614,608 - $815,192
1,402 New
1,402 $807,000

Others Institutions Holding SOXX

# of Institutions
807
Shares Held
51.2M
Call Options Held
2.12M
Put Options Held
6.73M
View Full List

About ISHARES SEMICONDUCTOR ETF

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

Track Wealthspire Advisors, LLC Portfolio

Follow Wealthspire Advisors, 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 Wealthspire Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthspire Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email