National Wealth Management Group, LLC Ishares Semiconductor ETF Transaction History

National Wealth Management Group, LLC

$289 Billion
Q4 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 2,370 shares of SOXX stock, worth $683,792. This represents 0.25% of its overall portfolio holdings.

Number of Shares

2,370

Previous 2,195 7.97%

Holding current value

$683,792

Previous $595 Million 19.96%

% of portfolio

0.25%

Previous 0.22%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	$271.99 - $309.6 $47,598 - $54,180	175 Added 7.97%	2,370 $714 Million
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

911

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

More about SOXX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of National Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on National Wealth Management Group, LLC with notifications on news.

Account

National Wealth Management Group, LLC Ishares Semiconductor ETF Transaction History