Robertson Stephens Wealth Management, LLC Ishares Semiconductor ETF Transaction History

Robertson Stephens Wealth Management, LLC

  • $3.21 Billion
  • Q3 2025

A detailed history of Robertson Stephens Wealth Management, LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Robertson Stephens Wealth Management, LLC holds 6,126 shares of SOXX stock, worth $1.77 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
6,126
Previous 6,334 3.28%
Holding current value
$1.77 Million
Previous $1.51 Million 9.86%
% of portfolio
0.05%
Previous 0.05%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
$236.93 - $271.12 $49,281 - $56,392
-208 Reduced 3.28%
6,126 $1.66 Million
Q2 2025

Jul 24, 2025
SELL
$154.86 - $239.07 $102,981 - $158,981
-665 Reduced 9.5%
6,334 $1.51 Million
Q1 2025

Apr 17, 2025
SELL
$188.17 - $235.81 $162,202 - $203,268
-862 Reduced 10.97%
6,999 $1.32 Million
Q4 2024

Jan 27, 2025
SELL
$211.27 - $239.8 $1.75 Million - $1.99 Million
-8,292 Reduced 51.33%
7,861 $1.69 Million
Q3 2024

Nov 12, 2024
BUY
$199.29 - $265.49 $2.31 Million - $3.08 Million
11,610 Added 255.56%
16,153 $3.72 Million
Q2 2024

Aug 13, 2024
SELL
$198.39 - $259.28 $13,490 - $17,631
-68 Reduced 1.47%
4,543 $1.12 Million
Q1 2024

May 15, 2024
BUY
$216.76 - $689.6 $666,320 - $2.12 Million
3,074 Added 200.0%
4,611 $1.04 Million
Q4 2023

Feb 06, 2024
SELL
$438.38 - $581.45 $4,383 - $5,814
-10 Reduced 0.65%
1,537 $885,000
Q3 2023

Nov 13, 2023
SELL
$459.31 - $535.64 $178,671 - $208,363
-389 Reduced 20.09%
1,547 $732,000
Q2 2023

Aug 11, 2023
SELL
$401.0 - $516.5 $508,869 - $655,438
-1,269 Reduced 39.59%
1,936 $982,000
Q4 2022

Feb 14, 2023
BUY
$99.56 - $388.03 $319,089 - $1.24 Million
3,205 New
3,205 $1.12 Million
Q2 2022

Aug 12, 2022
SELL
$349.61 - $471.65 $654,120 - $882,457
-1,871 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$434.67 - $555.63 $119,099 - $152,242
274 Added 17.16%
1,871 $1.02 Million
Q4 2020

Feb 10, 2021
BUY
$301.8 - $382.56 $51,306 - $65,035
170 Added 11.91%
1,597 $605,000
Q3 2020

Nov 10, 2020
BUY
$267.4 - $322.4 $168,462 - $203,112
630 Added 79.05%
1,427 $434,000
Q2 2020

Aug 12, 2020
BUY
$193.98 - $272.82 $154,602 - $217,437
797 New
797 $215,000

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

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