A detailed history of Clearstead Advisors, LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Clearstead Advisors, LLC holds 66 shares of SOXX stock, worth $12,452. This represents 0.0% of its overall portfolio holdings.

Number of Shares
66
Previous 121 45.45%
Holding current value
$12,452
Previous $27,000 48.15%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Feb 10, 2025

SELL
$211.27 - $239.8 $11,619 - $13,189
-55 Reduced 45.45%
66 $14,000
Q3 2024

Nov 13, 2024

BUY
$199.29 - $265.49 $10,960 - $14,601
55 Added 83.33%
121 $27,000
Q1 2024

May 14, 2024

BUY
$216.76 - $689.6 $9,537 - $30,342
44 Added 200.0%
66 $14,000
Q2 2023

Aug 07, 2023

BUY
$401.0 - $516.5 $8,822 - $11,363
22 New
22 $11,000
Q1 2022

May 04, 2022

BUY
$420.34 - $553.1 $84,068 - $110,620
200 New
200 $95,000
Q4 2020

Feb 11, 2021

SELL
$301.8 - $382.56 $29,878 - $37,873
-99 Closed
0 $0
Q3 2020

Nov 12, 2020

BUY
$267.4 - $322.4 $26,472 - $31,917
99 New
99 $30,000

Others Institutions Holding SOXX

About ISHARES SEMICONDUCTOR ETF


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