A detailed history of Heritage Family Offices, LLP transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Heritage Family Offices, LLP holds 892 shares of SOXX stock, worth $197,702. This represents 0.11% of its overall portfolio holdings.

Number of Shares
892
Previous 1,002 10.98%
Holding current value
$197,702
Previous $247 Million 16.77%
% of portfolio
0.11%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$199.29 - $265.49 $21,921 - $29,203
-110 Reduced 10.98%
892 $206 Million
Q2 2024

Aug 01, 2024

BUY
$198.39 - $259.28 $198,786 - $259,798
1,002 New
1,002 $247 Million

Others Institutions Holding SOXX

About ISHARES SEMICONDUCTOR ETF


  • Ticker SOXX
  • Sector ETFs
  • Industry ETFs
More about SOXX
Track This Portfolio

Track Heritage Family Offices, LLP Portfolio

Follow Heritage Family Offices, LLP 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 Heritage Family Offices, LLP, based on Form 13F filings with the SEC.

News

Stay updated on Heritage Family Offices, LLP with notifications on news.