Waldron Private Wealth LLC Ishares Semiconductor ETF Transaction History

Waldron Private Wealth LLC

  • $2.4 Billion
  • Q3 2024

A detailed history of Waldron Private Wealth LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Waldron Private Wealth LLC holds 1,051 shares of SOXX stock, worth $229,328. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,051
Previous 1,050 0.1%
Holding current value
$229,328
Previous $258,000 6.2%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 21, 2024
BUY
$199.29 - $265.49 $199 - $265
1 Added 0.1%
1,051 $242,000
Q2 2024

Jul 31, 2024
SELL
$198.39 - $259.28 $3,967 - $5,185
-20 Reduced 1.87%
1,050 $258,000
Q1 2024

May 09, 2024
BUY
$216.76 - $689.6 $152,165 - $484,099
702 Added 190.76%
1,070 $241,000
Q4 2023

Aug 29, 2024
SELL
$438.38 - $581.45 $298,975 - $396,548
-682 Reduced 64.95%
368 $212,000
Q4 2023

Jan 30, 2024
BUY
$438.38 - $581.45 $161,323 - $213,973
368 New
368 $212,000

Others Institutions Holding SOXX

# of Institutions
807
Shares Held
36M
Call Options Held
2.12M
Put Options Held
6.73M
View Full List

About ISHARES SEMICONDUCTOR ETF

SOXX Quotes by TradingView
  • Ticker SOXX
  • Sector ETFs
  • Industry ETFs
More about SOXX
Track This Portfolio

Track Waldron Private Wealth LLC Portfolio

Follow Waldron Private Wealth 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 Waldron Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Waldron Private Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email