Concurrent Investment Advisors, LLC Ishares Semiconductor ETF Transaction History

Concurrent Investment Advisors, LLC

  • $3.71 Trillion
  • Q4 2024

A detailed history of Concurrent Investment Advisors, LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Concurrent Investment Advisors, LLC holds 8,882 shares of SOXX stock, worth $1.68 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
8,882
Previous 8,391 5.85%
Holding current value
$1.68 Million
Previous $1.93 Billion 1.08%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Feb 03, 2025
BUY
$211.27 - $239.8 $103,733 - $117,741
491 Added 5.85%
8,882 $1.91 Billion
Q3 2024

Oct 30, 2024
BUY
$199.29 - $265.49 $980,307 - $1.31 Million
4,919 Added 141.68%
8,391 $1.93 Billion
Q2 2024

Jul 30, 2024
SELL
$198.39 - $259.28 $575,529 - $752,171
-2,901 Reduced 45.52%
3,472 $856 Million
Q1 2024

May 07, 2024
BUY
$216.76 - $689.6 $1.18 Million - $3.74 Million
5,425 Added 572.26%
6,373 $1.44 Billion
Q4 2023

Apr 15, 2024
BUY
$438.38 - $581.45 $415,584 - $551,214
948 New
948 $546 Million

Others Institutions Holding SOXX

# of Institutions
840
Shares Held
28.4M
Call Options Held
2.35M
Put Options Held
5.08M
View Full List

About ISHARES SEMICONDUCTOR ETF

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