Golden State Wealth Management, LLC Ishares Semiconductor ETF Transaction History

Golden State Wealth Management, LLC

  • $667 Billion
  • Q4 2024

A detailed history of Golden State Wealth Management, LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 2,094 shares of SOXX stock, worth $458,041. This represents 0.07% of its overall portfolio holdings.

Number of Shares
2,094
Previous 423 395.04%
Holding current value
$458,041
Previous $200,000 225580.5%
% of portfolio
0.07%
Previous 0.04%

Shares

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

Jan 28, 2025
BUY
$211.27 - $239.8 $353,032 - $400,705
1,671 Added 395.04%
2,094 $451 Million
Q1 2022

May 19, 2022
SELL
$420.34 - $553.1 $100,040 - $131,637
-238 Reduced 36.01%
423 $200,000
Q1 2022

May 16, 2022
BUY
$420.34 - $553.1 $79,023 - $103,982
188 Added 39.75%
661 $280,000
Q4 2021

Feb 14, 2022
BUY
$434.67 - $555.63 $2,173 - $2,778
5 Added 1.07%
473 $257,000
Q2 2021

Aug 12, 2021
SELL
$387.58 - $454.22 $74,802 - $87,664
-193 Reduced 29.2%
468 $213,000
Q1 2021

May 14, 2021
SELL
$375.21 - $439.36 $67,913 - $79,524
-181 Reduced 21.5%
661 $280,000
Q4 2020

Jan 28, 2021
BUY
$301.8 - $382.56 $30,180 - $38,256
100 Added 13.48%
842 $319,000
Q2 2020

Aug 13, 2020
BUY
$193.98 - $272.82 $143,933 - $202,432
742 New
742 $201,000
Q2 2020

Aug 11, 2020
SELL
$193.98 - $272.82 $131,518 - $184,971
-678 Closed
0 $0
Q1 2020

Apr 17, 2020
BUY
$176.66 - $268.7 $119,775 - $182,178
678 New
678 $139,000

Others Institutions Holding SOXX

# of Institutions
817
Shares Held
36.2M
Call Options Held
2.12M
Put Options Held
6.73M
View Full List

About ISHARES SEMICONDUCTOR ETF

SOXX Quotes by TradingView
  • Ticker SOXX
  • Sector ETFs
  • Industry ETFs
More about SOXX
Track This Portfolio

Track Golden State Wealth Management, LLC Portfolio

Follow Golden State Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email