Congress Wealth Management LLC Ishares Semiconductor ETF Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

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 3,530 shares of SOXX stock, worth $1.02 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

3,530

Previous 1,468 140.46%

Holding current value

$1.02 Million

Previous $276,000 205.07%

% of portfolio

0.01%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$154.86 - $239.07 $319,321 - $492,962	2,062 Added 140.46%	3,530 $842,000
Q1 2025 May 14, 2025	SELL	$188.17 - $235.81 $294,674 - $369,278	-1,566 Reduced 51.62%	1,468 $276,000
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

903

Shares Held

24.5M

Call Options Held

2.9M

Put Options Held

4.52M

View Full List

About ISHARES SEMICONDUCTOR ETF

Ticker SOXX
Sector ETFs
Industry ETFs

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Congress Wealth Management LLC Ishares Semiconductor ETF Transaction History