A detailed history of Kovitz Investment Group Partners, LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 3,118 shares of SOXX stock, worth $697,184. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,118
Previous 2,821 10.53%
Holding current value
$697,184
Previous $695,000 3.31%
% of portfolio
0.0%
Previous 0.01%

Shares

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

Nov 14, 2024

BUY
$199.29 - $265.49 $59,189 - $78,850
297 Added 10.53%
3,118 $718,000
Q2 2024

Aug 14, 2024

SELL
$198.39 - $259.28 $9,919 - $12,963
-50 Reduced 1.74%
2,821 $695,000
Q1 2024

May 14, 2024

BUY
$216.76 - $689.6 $622,317 - $1.98 Million
2,871 New
2,871 $648,000

Others Institutions Holding SOXX

About ISHARES SEMICONDUCTOR ETF


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

Track Kovitz Investment Group Partners, LLC Portfolio

Follow Kovitz Investment Group Partners, 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 Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.