Concurrent Investment Advisors, LLC Ishares Semiconductor ETF Transaction History

Concurrent Investment Advisors, LLC

$4.12 Trillion
Q1 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 10,554 shares of SOXX stock, worth $2.25 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

10,554

Previous 8,882 18.82%

Holding current value

$2.25 Million

Previous $1.91 Billion 3.76%

% of portfolio

0.05%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

813

Shares Held

23.9M

Call Options Held

3.62M

Put Options Held

4.56M

View Full List

About ISHARES SEMICONDUCTOR ETF

Ticker SOXX
Sector ETFs
Industry ETFs

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Concurrent Investment Advisors, LLC Ishares Semiconductor ETF Transaction History