Avantax Advisory Services, Inc. Ishares Semiconductor ETF Transaction History

Avantax Advisory Services, Inc.

$11.1 Billion
Q1 2024

A detailed history of Avantax Advisory Services, Inc. transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Avantax Advisory Services, Inc. holds 26,579 shares of SOXX stock, worth $6.76 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

26,579

Previous 7,269 265.65%

Holding current value

$6.76 Million

Previous $4.19 Million 43.4%

% of portfolio

0.05%

Previous 0.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	BUY	$216.76 - $689.6 $4.19 Million - $13.3 Million	19,310 Added 265.65%	26,579 $6 Million
Q4 2023 Feb 07, 2024	BUY	$438.38 - $581.45 $230,587 - $305,842	526 Added 7.8%	7,269 $4.19 Million
Q3 2023 Nov 07, 2023	SELL	$459.31 - $535.64 $333,918 - $389,410	-727 Reduced 9.73%	6,743 $3.19 Million
Q2 2023 Aug 11, 2023	BUY	$401.0 - $516.5 $579,846 - $746,859	1,446 Added 24.0%	7,470 $3.79 Million
Q1 2023 Apr 28, 2023	BUY	$344.59 - $444.67 $245,348 - $316,605	712 Added 13.4%	6,024 $2.68 Million

Q4 2022 Feb 13, 2023	BUY	$316.81 - $388.03 $256,616 - $314,304	810 Added 17.99%	5,312 $1.85 Million
Q3 2022 Nov 01, 2022	BUY	$333.76 - $423.32 $166,546 - $211,236	499 Added 12.47%	4,502 $1.44 Million
Q2 2022 Aug 02, 2022	SELL	$349.61 - $471.65 $359,748 - $485,327	-1,029 Reduced 20.45%	4,003 $1.4 Million
Q1 2022 Apr 27, 2022	BUY	$420.34 - $553.1 $108,447 - $142,699	258 Added 5.4%	5,032 $2.37 Million
Q4 2021 Jan 24, 2022	BUY	$434.67 - $555.63 $1.08 Million - $1.38 Million	2,475 Added 107.66%	4,774 $2.59 Million
Q3 2021 Oct 21, 2021	BUY	$426.32 - $476.6 $361,945 - $404,633	849 Added 58.55%	2,299 $1.03 Million
Q2 2021 Jul 29, 2021	BUY	$387.58 - $454.22 $173,248 - $203,036	447 Added 44.57%	1,450 $658,000
Q1 2021 May 13, 2021	BUY	$375.21 - $439.36 $376,335 - $440,678	1,003 New	1,003 $424,000
Q4 2020 Jan 22, 2021	SELL	$301.8 - $382.56 $708,928 - $898,633	-2,349 Closed	0 $0
Q3 2020 Oct 14, 2020	BUY	$267.4 - $322.4 $628,122 - $757,317	2,349 New	2,349 $717,000

Others Institutions Holding SOXX

# of Institutions

740

Shares Held

24.1M

Call Options Held

2.66M

Put Options Held

3.81M

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About ISHARES SEMICONDUCTOR ETF

Ticker SOXX
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Avantax Advisory Services, Inc. Ishares Semiconductor ETF Transaction History