Concurrent Investment Advisors, LLC Ishares Semiconductor ETF Transaction History

Concurrent Investment Advisors, LLC

  • $5.83 Trillion
  • Q3 2025

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 14,167 shares of SOXX stock, worth $4.09 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
14,167
Previous 10,551 34.27%
Holding current value
$4.09 Million
Previous $2.52 Billion 52.52%
% of portfolio
0.07%
Previous 0.05%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025
BUY
$236.93 - $271.12 $856,738 - $980,369
3,616 Added 34.27%
14,167 $3.84 Billion
Q2 2025

Jul 25, 2025
SELL
$154.86 - $239.07 $464 - $717
-3 Reduced 0.03%
10,551 $2.52 Billion
Q1 2025

Apr 29, 2025
BUY
$188.17 - $235.81 $314,620 - $394,274
1,672 Added 18.82%
10,554 $1.99 Billion
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
874
Shares Held
28.7M
Call Options Held
3.98M
Put Options Held
5.71M
View Full List

About ISHARES SEMICONDUCTOR ETF

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