Connecticut Wealth Management, LLC Ishares Semiconductor ETF Transaction History

Connecticut Wealth Management, LLC

  • $2.11 Billion
  • Q4 2024

A detailed history of Connecticut Wealth Management, LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Connecticut Wealth Management, LLC holds 3,534 shares of SOXX stock, worth $770,199. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,534
Previous 3,534 -0.0%
Holding current value
$770,199
Previous $814,000 6.51%
% of portfolio
0.04%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 01, 2024
BUY
$216.76 - $689.6 $510,686 - $1.62 Million
2,356 Added 200.0%
3,534 $798,000
Q4 2023

Feb 06, 2024
SELL
$438.38 - $581.45 $36,385 - $48,260
-83 Reduced 6.58%
1,178 $678,000
Q3 2023

Oct 19, 2023
SELL
$459.31 - $535.64 $44,093 - $51,421
-96 Reduced 7.07%
1,261 $597,000
Q2 2023

Jul 25, 2023
BUY
$401.0 - $516.5 $4,010 - $5,165
10 Added 0.74%
1,357 $688,000
Q1 2023

Apr 18, 2023
BUY
$344.59 - $444.67 $464,162 - $598,970
1,347 New
1,347 $598,000

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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