Beacon Financial Planning, Inc Ishares Semiconductor ETF Transaction History

Beacon Financial Planning, Inc

$172 Billion
Q4 2024

A detailed history of Beacon Financial Planning, Inc transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 11,945 shares of SOXX stock, worth $2.63 Million. This represents 1.5% of its overall portfolio holdings.

Number of Shares

11,945

Previous 11,395 4.83%

Holding current value

$2.63 Million

Previous $2.63 Billion 2.04%

% of portfolio

1.5%

Previous 1.62%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	$211.27 - $239.8 $116,198 - $131,890	550 Added 4.83%	11,945 $2.57 Billion
Q3 2024 Oct 24, 2024	BUY	$199.29 - $265.49 $601,656 - $801,514	3,019 Added 36.04%	11,395 $2.63 Billion
Q2 2024 Jul 18, 2024	BUY	$198.39 - $259.28 $472,168 - $617,086	2,380 Added 39.69%	8,376 $2.07 Billion
Q1 2024 Apr 22, 2024	BUY	$216.76 - $689.6 $1.07 Million - $3.42 Million	4,955 Added 475.98%	5,996 $1.35 Billion
Q4 2023 Jan 29, 2024	BUY	$438.38 - $581.45 $249,438 - $330,845	569 Added 120.55%	1,041 $600 Million
Q3 2023 Oct 24, 2023	BUY	$459.31 - $535.64 $216,794 - $252,822	472 New	472 $224 Million

Others Institutions Holding SOXX

# of Institutions

818

Shares Held

36.1M

Call Options Held

2.12M

Put Options Held

6.73M

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 Beacon Financial Planning, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Financial Planning, Inc with notifications on news.

Account

Beacon Financial Planning, Inc Ishares Semiconductor ETF Transaction History