Kfg Wealth Management, LLC Ishares Semiconductor ETF Transaction History

Kfg Wealth Management, LLC

$390 Million
Q1 2025

A detailed history of Kfg Wealth Management, LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Kfg Wealth Management, LLC holds 1,535 shares of SOXX stock, worth $289,623. This represents 0.07% of its overall portfolio holdings.

Number of Shares

1,535

Previous 1,525 0.66%

Holding current value

$289,623

Previous $328,000 11.89%

% of portfolio

0.07%

Previous 0.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	$188.68 - $235.81 $1,886 - $2,358	10 Added 0.66%	1,535 $289,000
Q4 2024 Jan 21, 2025	SELL	$211.27 - $239.8 $2.58 Million - $2.92 Million	-12,190 Reduced 88.88%	1,525 $328,000
Q3 2024 Oct 15, 2024	SELL	$199.29 - $265.49 $441,228 - $587,794	-2,214 Reduced 13.9%	13,715 $3.16 Million
Q2 2024 Jul 19, 2024	SELL	$198.39 - $259.28 $206,722 - $270,169	-1,042 Reduced 6.14%	15,929 $3.93 Million
Q1 2024 Apr 19, 2024	BUY	$216.76 - $689.6 $3.57 Million - $11.3 Million	16,450 Added 3157.39%	16,971 $3.83 Million
Q4 2023 Jan 31, 2024	SELL	$438.38 - $581.45 $56,989 - $75,588	-130 Reduced 19.97%	521 $300,000
Q3 2023 Oct 17, 2023	BUY	$459.31 - $535.64 $77,623 - $90,523	169 Added 35.06%	651 $308,000
Q2 2023 Jul 18, 2023	SELL	$401.0 - $516.5 $6.33 Million - $8.15 Million	-15,781 Reduced 97.04%	482 $244 Million
Q1 2023 Apr 14, 2023	BUY	$344.59 - $444.67 $5.6 Million - $7.23 Million	16,263 New	16,263 $6.89 Billion

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

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Kfg Wealth Management, LLC Ishares Semiconductor ETF Transaction History