Icon Wealth Advisors, LLC Ishares Semiconductor ETF Transaction History

Icon Wealth Advisors, LLC

$1.37 Billion
Q3 2025

A detailed history of Icon Wealth Advisors, LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Icon Wealth Advisors, LLC holds 1,076 shares of SOXX stock, worth $310,447. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,076

Previous 1,075 0.09%

Holding current value

$310,447

Previous $256,000 13.67%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	BUY	$236.93 - $271.12 $236 - $271	1 Added 0.09%	1,076 $291,000
Q2 2025 Aug 14, 2025	SELL	$154.86 - $239.07 $36,856 - $56,898	-238 Reduced 18.13%	1,075 $256,000
Q1 2025 May 15, 2025	BUY	$188.17 - $235.81 $6,021 - $7,545	32 Added 2.5%	1,313 $247,000
Q3 2024 Nov 14, 2024	BUY	$199.29 - $265.49 $50,221 - $66,903	252 Added 24.49%	1,281 $295,000
Q3 2024 Nov 12, 2024	SELL	$199.29 - $265.49 $50,221 - $66,903	-252 Reduced 19.67%	1,029 $237,000

Q2 2024 Aug 14, 2024	BUY	$198.39 - $259.28 $14,879 - $19,445	75 Added 6.22%	1,281 $315,000
Q1 2024 May 15, 2024	BUY	$216.76 - $689.6 $174,275 - $554,438	804 Added 200.0%	1,206 $272,000
Q4 2023 Feb 14, 2024	BUY	$438.38 - $581.45 $176,228 - $233,742	402 New	402 $231,000
Q3 2022 Jan 25, 2023	BUY	$106.24 - $423.32 $42,496 - $169,328	400 New	400 $127,000

Others Institutions Holding SOXX

# of Institutions

898

Shares Held

24.5M

Call Options Held

2.9M

Put Options Held

4.52M

View Full List

About ISHARES SEMICONDUCTOR ETF

Ticker SOXX
Sector ETFs
Industry ETFs

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Icon Wealth Advisors, LLC Ishares Semiconductor ETF Transaction History