Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Semiconductor ETF Transaction History

Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

$3.65 Billion
Q4 2024

A detailed history of Empirical Financial Services, LLC D.B.A. Empirical Wealth Management transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Empirical Financial Services, LLC D.B.A. Empirical Wealth Management holds 4,266 shares of SOXX stock, worth $868,728. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,266

Previous 4,141 3.02%

Holding current value

$868,728

Previous $954,000 3.67%

% of portfolio

0.03%

Previous 0.03%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	$211.27 - $239.8 $26,408 - $29,975	125 Added 3.02%	4,266 $919,000
Q3 2024 Oct 31, 2024	SELL	$199.29 - $265.49 $21,921 - $29,203	-110 Reduced 2.59%	4,141 $954,000
Q2 2024 Aug 09, 2024	SELL	$198.39 - $259.28 $2,975 - $3,889	-15 Reduced 0.35%	4,251 $1.05 Million
Q1 2024 May 06, 2024	BUY	$216.76 - $689.6 $617,549 - $1.96 Million	2,849 Added 201.06%	4,266 $963,000
Q4 2023 Feb 06, 2024	BUY	$438.38 - $581.45 $17,535 - $23,258	40 Added 2.9%	1,417 $816,000
Q3 2023 Nov 02, 2023	BUY	$459.31 - $535.64 $41,337 - $48,207	90 Added 6.99%	1,377 $652,000
Q2 2023 Aug 11, 2023	BUY	$401.0 - $516.5 $516,087 - $664,735	1,287 New	1,287 $652,000
Q4 2020 Feb 12, 2021	SELL	$301.8 - $382.56 $654,604 - $829,772	-2,169 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$267.4 - $322.4 $28,611 - $34,496	107 Added 5.19%	2,169 $661,000
Q2 2020 Aug 12, 2020	BUY	$193.98 - $272.82 $2,327 - $3,273	12 Added 0.59%	2,062 $558,000
Q1 2020 May 11, 2020	BUY	$176.66 - $268.7 $362,153 - $550,835	2,050 New	2,050 $421,000

Others Institutions Holding SOXX

# of Institutions

839

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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Empirical Financial Services, LLC D.B.A. Empirical Wealth Management Ishares Semiconductor ETF Transaction History