National Wealth Management Group, LLC Ishares Semiconductor ETF Transaction History

National Wealth Management Group, LLC

$150 Billion
Q4 2024

A detailed history of National Wealth Management Group, LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, National Wealth Management Group, LLC holds 2,147 shares of SOXX stock, worth $442,475. This represents 0.31% of its overall portfolio holdings.

Number of Shares

2,147

Previous 2,235 3.94%

Holding current value

$442,475

Previous $515 Million 10.2%

% of portfolio

0.31%

Previous 0.35%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	SELL	$211.27 - $239.8 $18,591 - $21,102	-88 Reduced 3.94%	2,147 $463 Million
Q3 2024 Nov 13, 2024	SELL	$199.29 - $265.49 $21,921 - $29,203	-110 Reduced 4.69%	2,235 $515 Million
Q2 2024 Aug 09, 2024	BUY	$198.39 - $259.28 $27,774 - $36,299	140 Added 6.35%	2,345 $578 Million
Q1 2024 May 17, 2024	BUY	$216.76 - $689.6 $325,790 - $1.04 Million	1,503 Added 214.1%	2,205 $498 Million
Q4 2023 Feb 01, 2024	BUY	$438.38 - $581.45 $438 - $581	1 Added 0.14%	702 $404 Million
Q3 2023 Nov 13, 2023	BUY	$459.31 - $535.64 $1,377 - $1,606	3 Added 0.43%	701 $332 Million
Q2 2023 Aug 09, 2023	BUY	$401.0 - $516.5 $6,015 - $7,747	15 Added 2.2%	698 $356 Million
Q1 2023 May 15, 2023	BUY	$344.59 - $444.67 $235,354 - $303,709	683 New	683 $281 Million
Q4 2022 Nov 17, 2023	SELL	$99.56 - $388.03 $2,887 - $11,252	-29 Reduced 4.13%	673 $234 Million
Q3 2022 Nov 17, 2023	BUY	$106.24 - $423.32 $106 - $423	1 Added 0.14%	702 $224 Million
Q2 2022 Nov 17, 2023	SELL	$349.61 - $471.65 $1,398 - $1,886	-4 Reduced 0.57%	702 $245 Million
Q1 2022 Nov 17, 2023	SELL	$420.34 - $553.1 $2,522 - $3,318	-6 Reduced 0.84%	706 $334 Million
Q4 2021 Nov 17, 2023	BUY	$434.67 - $555.63 $4,781 - $6,111	11 Added 1.57%	712 $386 Million

Others Institutions Holding SOXX

# of Institutions

838

Shares Held

28.4M

Call Options Held

2.35M

Put Options Held

5.09M

View Full List

About ISHARES SEMICONDUCTOR ETF

Ticker SOXX
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National Wealth Management Group, LLC Ishares Semiconductor ETF Transaction History