Selective Wealth Management, Inc. Ishares Semiconductor ETF Transaction History

Selective Wealth Management, Inc.

$247 Million
Q4 2024

A detailed history of Selective Wealth Management, Inc. transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 1,877 shares of SOXX stock, worth $354,152. This represents 0.16% of its overall portfolio holdings.

Number of Shares

1,877

Previous 1,625 15.51%

Holding current value

$354,152

Previous $374,000 8.02%

% of portfolio

0.16%

Previous 0.16%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	$211.27 - $239.8 $53,240 - $60,429	252 Added 15.51%	1,877 $404,000
Q3 2024 Oct 09, 2024	BUY	$199.29 - $265.49 $32,683 - $43,540	164 Added 11.23%	1,625 $374,000
Q2 2024 Jul 10, 2024	BUY	$198.39 - $259.28 $289,847 - $378,808	1,461 New	1,461 $360,000
Q1 2022 Apr 20, 2022	SELL	$420.34 - $553.1 $63,050 - $82,965	-150 Reduced 24.23%	469 $222,000
Q4 2021 Jan 18, 2022	SELL	$434.67 - $555.63 $2,608 - $3,333	-6 Reduced 0.96%	619 $336,000
Q3 2021 Oct 27, 2021	BUY	$426.32 - $476.6 $202,502 - $226,385	475 Added 316.67%	625 $279,000
Q2 2021 Aug 04, 2021	BUY	$387.58 - $454.22 $58,137 - $68,133	150 New	150 $68,000

Others Institutions Holding SOXX

# of Institutions

842

Shares Held

28.4M

Call Options Held

2.35M

Put Options Held

5.08M

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 Selective Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Selective Wealth Management, Inc. with notifications on news.

Account

Selective Wealth Management, Inc. Ishares Semiconductor ETF Transaction History