Hb Wealth Management, LLC Ishares Semiconductor ETF Transaction History

Hb Wealth Management, LLC

$14.5 Billion
Q3 2025

A detailed history of Hb Wealth Management, LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Hb Wealth Management, LLC holds 2,493 shares of SOXX stock, worth $719,280. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,493

Previous 2,187 13.99%

Holding current value

$719,280

Previous $522,000 29.31%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	BUY	$236.93 - $271.12 $72,500 - $82,962	306 Added 13.99%	2,493 $675,000
Q2 2025 Jul 17, 2025	SELL	$154.86 - $239.07 $82,540 - $127,424	-533 Reduced 19.6%	2,187 $522,000
Q1 2025 May 07, 2025	BUY	$188.17 - $235.81 $5,645 - $7,074	30 Added 1.12%	2,720 $511,000
Q4 2024 Jan 15, 2025	SELL	$211.27 - $239.8 $29,155 - $33,092	-138 Reduced 4.88%	2,690 $579,000
Q3 2024 Oct 15, 2024	BUY	$199.29 - $265.49 $11,957 - $15,929	60 Added 2.17%	2,828 $652,000

Q2 2024 Jul 26, 2024	BUY	$198.39 - $259.28 $132,524 - $173,199	668 Added 31.81%	2,768 $682,000
Q1 2024 Apr 30, 2024	BUY	$216.76 - $689.6 $303,464 - $965,440	1,400 Added 200.0%	2,100 $474,000
Q4 2021 Feb 15, 2022	BUY	$434.67 - $555.63 $304,269 - $388,941	700 New	700 $380,000

Others Institutions Holding SOXX

# of Institutions

923

Shares Held

24.6M

Call Options Held

2.9M

Put Options Held

4.52M

View Full List

About ISHARES SEMICONDUCTOR ETF

Ticker SOXX
Sector ETFs
Industry ETFs

More about SOXX

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Hb Wealth Management, LLC Ishares Semiconductor ETF Transaction History