Congress Wealth Management LLC Ishares Semiconductor ETF Transaction History

Congress Wealth Management LLC

  • $6.94 Billion
  • Q4 2024

A detailed history of Congress Wealth Management LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 3,034 shares of SOXX stock, worth $625,277. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,034
Holding current value
$625,277
% of portfolio
0.01%

Shares

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

Feb 11, 2025
BUY
$211.27 - $239.8 $640,993 - $727,553
3,034 New
3,034 $653,000
Q4 2023

Feb 09, 2024
BUY
$438.38 - $581.45 $552,797 - $733,208
1,261 New
1,261 $726,000
Q2 2022

Aug 11, 2022
SELL
$349.61 - $471.65 $18 Million - $24.3 Million
-51,461 Reduced 98.32%
878 $307,000
Q1 2022

May 16, 2022
SELL
$420.34 - $553.1 $18.3 Million - $24.1 Million
-43,553 Reduced 45.42%
52,339 $24.8 Million
Q4 2021

Feb 04, 2022
BUY
$434.67 - $555.63 $41.7 Million - $53.3 Million
95,892 New
95,892 $52 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

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