Beaumont Financial Advisors, LLC Ishares Semiconductor ETF Transaction History

Beaumont Financial Advisors, LLC

  • $1.14 Billion
  • Q4 2024

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 2,733 shares of SOXX stock, worth $609,650. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,733
Previous 3,545 22.91%
Holding current value
$609,650
Previous $817,000 28.03%
% of portfolio
0.05%
Previous 0.07%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
$211.27 - $239.8 $171,551 - $194,717
-812 Reduced 22.91%
2,733 $588,000
Q3 2024

Oct 09, 2024
BUY
$199.29 - $265.49 $14,548 - $19,380
73 Added 2.1%
3,545 $817,000
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
$99.56 - $388.03 $213,456 - $831,936
2,144 New
2,144 $0

Others Institutions Holding SOXX

# of Institutions
837
Shares Held
37.7M
Call Options Held
2.53M
Put Options Held
7.04M
View Full List

About ISHARES SEMICONDUCTOR ETF

SOXX Quotes by TradingView
  • Ticker SOXX
  • Sector ETFs
  • Industry ETFs
More about SOXX
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