A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 3,472 shares of SOXX stock, worth $796,372. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,472
Previous 2,100 65.33%
Holding current value
$796,372
Previous $474,000 80.59%
% of portfolio
0.08%
Previous 0.04%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 24, 2024

BUY
$198.39 - $259.28 $272,191 - $355,732
1,372 Added 65.33%
3,472 $856,000
Q1 2024

May 10, 2024

BUY
$216.76 - $689.6 $184,029 - $585,470
849 Added 67.87%
2,100 $474,000
Q4 2023

Jan 31, 2024

SELL
$438.38 - $581.45 $75,839 - $100,590
-173 Reduced 12.15%
1,251 $720,000
Q3 2023

Nov 01, 2023

SELL
$459.31 - $535.64 $35,826 - $41,779
-78 Reduced 5.19%
1,424 $674,000
Q2 2023

Aug 02, 2023

SELL
$401.0 - $516.5 $110,275 - $142,037
-275 Reduced 15.48%
1,502 $761,000
Q1 2023

May 08, 2023

SELL
$344.59 - $444.67 $126,464 - $163,193
-367 Reduced 17.12%
1,777 $790,000
Q4 2022

Jan 25, 2023

BUY
$316.81 - $388.03 $679,240 - $831,936
2,144 New
2,144 $0

Others Institutions Holding SOXX

About ISHARES SEMICONDUCTOR ETF


  • Ticker SOXX
  • Sector ETFs
  • Industry ETFs
More about SOXX
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