Heritage Wealth Advisors Ishares Semiconductor ETF Transaction History

Heritage Wealth Advisors

  • $1.95 Billion
  • Q4 2024

A detailed history of Heritage Wealth Advisors transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Heritage Wealth Advisors holds 60 shares of SOXX stock, worth $9,993. This represents 0.0% of its overall portfolio holdings.

Number of Shares
60
Previous 100 40.0%
Holding current value
$9,993
Previous $23,000 47.83%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 11, 2025
SELL
$211.27 - $239.8 $8,450 - $9,592
-40 Reduced 40.0%
60 $12,000
Q3 2024

Nov 12, 2024
SELL
$199.29 - $265.49 $17,736 - $23,628
-89 Reduced 47.09%
100 $23,000
Q2 2024

Dec 12, 2024
SELL
$198.39 - $259.28 $8,927 - $11,667
-45 Reduced 19.23%
189 $46,000
Q2 2024

Aug 05, 2024
SELL
$198.39 - $259.28 $8,927 - $11,667
-45 Reduced 19.23%
189 $46,000
Q1 2024

Dec 12, 2024
BUY
$216.76 - $689.6 $27,311 - $86,889
126 Added 116.67%
234 $52,000
Q1 2024

May 08, 2024
BUY
$216.76 - $689.6 $27,311 - $86,889
126 Added 116.67%
234 $52,000
Q2 2023

Dec 12, 2024
BUY
$401.0 - $516.5 $3,208 - $4,132
8 Added 8.0%
108 $54,000
Q3 2022

Dec 12, 2024
BUY
$106.24 - $423.32 $849 - $3,386
8 Added 8.0%
108 $11,000
Q3 2022

Nov 10, 2022
SELL
$106.24 - $423.32 $3,718 - $14,816
-35 Reduced 24.48%
108 $34,000
Q2 2022

Aug 04, 2022
BUY
$349.61 - $471.65 $12,236 - $16,507
35 Added 32.41%
143 $50,000
Q1 2022

May 11, 2022
BUY
$420.34 - $553.1 $45,396 - $59,734
108 New
108 $51,000

Others Institutions Holding SOXX

# of Institutions
841
Shares Held
28.3M
Call Options Held
2.35M
Put Options Held
5.08M
View Full List

About ISHARES SEMICONDUCTOR ETF

SOXX Quotes by TradingView
  • Ticker SOXX
  • Sector ETFs
  • Industry ETFs
More about SOXX
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