Accurate Wealth Management, LLC Ishares Semiconductor ETF Transaction History

Accurate Wealth Management, LLC

  • $486 Million
  • Q4 2024

A detailed history of Accurate Wealth Management, LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Accurate Wealth Management, LLC holds 1,653 shares of SOXX stock, worth $360,254. This represents 0.07% of its overall portfolio holdings.

Number of Shares
1,653
Previous 1,007 64.15%
Holding current value
$360,254
Previous $232,000 53.45%
% of portfolio
0.07%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 14, 2025
BUY
$211.27 - $239.8 $136,480 - $154,910
646 Added 64.15%
1,653 $356,000
Q3 2024

Oct 17, 2024
SELL
$199.29 - $265.49 $5,779 - $7,699
-29 Reduced 2.8%
1,007 $232,000
Q2 2024

Jul 17, 2024
BUY
$198.39 - $259.28 $205,532 - $268,614
1,036 New
1,036 $255,000
Q4 2022

Jan 11, 2023
BUY
$99.56 - $388.03 $9,059 - $35,310
91 New
91 $0

Others Institutions Holding SOXX

# of Institutions
837
Shares Held
28.4M
Call Options Held
2.35M
Put Options Held
5.09M
View Full List

About ISHARES SEMICONDUCTOR ETF

SOXX Quotes by TradingView
  • Ticker SOXX
  • Sector ETFs
  • Industry ETFs
More about SOXX
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