National Wealth Management Group, LLC Ishares Semiconductor ETF Transaction History

National Wealth Management Group, LLC

$265 Billion
Q3 2025

A detailed history of National Wealth Management Group, LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, National Wealth Management Group, LLC holds 2,195 shares of SOXX stock, worth $633,301. This represents 0.22% of its overall portfolio holdings.

Number of Shares

2,195

Previous 2,172 1.06%

Holding current value

$633,301

Previous $518 Million 14.77%

% of portfolio

0.22%

Previous 0.29%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 31, 2025	BUY	$236.93 - $271.12 $5,449 - $6,235	23 Added 1.06%	2,195 $595 Million
Q2 2025 Sep 25, 2025	BUY	$154.86 - $239.07 $4,026 - $6,215	26 Added 1.21%	2,172 $518 Million
Q1 2025 May 15, 2025	SELL	$188.17 - $235.81 $188 - $235	-1 Reduced 0.05%	2,146 $404 Million
Q4 2024 Feb 12, 2025	SELL	$211.27 - $239.8 $18,591 - $21,102	-88 Reduced 3.94%	2,147 $463 Million
Q3 2024 Nov 13, 2024	SELL	$199.29 - $265.49 $21,921 - $29,203	-110 Reduced 4.69%	2,235 $515 Million

Q2 2024 Aug 09, 2024	BUY	$198.39 - $259.28 $27,774 - $36,299	140 Added 6.35%	2,345 $578 Million
Q1 2024 May 17, 2024	BUY	$216.76 - $689.6 $325,790 - $1.04 Million	1,503 Added 214.1%	2,205 $498 Million
Q4 2023 Feb 01, 2024	BUY	$438.38 - $581.45 $438 - $581	1 Added 0.14%	702 $404 Million
Q3 2023 Nov 13, 2023	BUY	$459.31 - $535.64 $1,377 - $1,606	3 Added 0.43%	701 $332 Million
Q2 2023 Aug 09, 2023	BUY	$401.0 - $516.5 $6,015 - $7,747	15 Added 2.2%	698 $356 Million
Q1 2023 May 15, 2023	BUY	$344.59 - $444.67 $235,354 - $303,709	683 New	683 $281 Million
Q4 2022 Nov 17, 2023	SELL	$99.56 - $388.03 $2,887 - $11,252	-29 Reduced 4.13%	673 $234 Million
Q3 2022 Nov 17, 2023	BUY	$106.24 - $423.32 $106 - $423	1 Added 0.14%	702 $224 Million
Q2 2022 Nov 17, 2023	SELL	$349.61 - $471.65 $1,398 - $1,886	-4 Reduced 0.57%	702 $245 Million
Q1 2022 Nov 17, 2023	SELL	$420.34 - $553.1 $2,522 - $3,318	-6 Reduced 0.84%	706 $334 Million
Q4 2021 Nov 17, 2023	BUY	$434.67 - $555.63 $4,781 - $6,111	11 Added 1.57%	712 $386 Million

Others Institutions Holding SOXX

# of Institutions

897

Shares Held

24.5M

Call Options Held

2.9M

Put Options Held

4.52M

View Full List

About ISHARES SEMICONDUCTOR ETF

Ticker SOXX
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National Wealth Management Group, LLC Ishares Semiconductor ETF Transaction History