ISHARES TR

Ticker: SOXX CUSIP: 464287523 Class: ETF-EQUITY

Heritage Wealth Advisors's Holding History (CIK: 0001591122)

Note: Option positions (PUT/CALL) are excluded.

Q1 2025
Shares 60 Value ($000) $11 Avg Close — Range —
Q4 2024
Shares 60 Value ($000) $13 Avg Close — Range —
Q3 2024
Shares 100 Value ($000) $23 Avg Close — Range —
Q2 2024
Shares 189 Value ($000) $47 Avg Close — Range —
Q1 2024
Shares 234 Value ($000) $53 Avg Close — Range —
Q4 2023
Shares 108 Value ($000) $62 Avg Close — Range —
Q3 2023
Shares 108 Value ($000) $51 Avg Close — Range —
Q2 2023
Shares 108 Value ($000) $55 Avg Close — Range —
Q1 2023
Shares 108 Value ($000) $48 Avg Close — Range —
Q4 2022
Shares 108 Value ($000) $38 Avg Close — Range —
Q3 2022
Shares 108 Value ($000) $34 Avg Close — Range —
Q2 2022
Shares 143 Value ($000) $50 Avg Close — Range —
Q1 2022
Shares 108 Value ($000) $51 Avg Close — Range —