Ep Wealth Advisors, LLC Ishares Semiconductor ETF Transaction History

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 6,871 shares of SOXX stock, worth $1.47 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,871
Previous 9,783 29.77%
Holding current value
$1.47 Million
Previous $2.11 Million 38.71%
% of portfolio
0.01%
Previous 0.02%

Shares

32 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$188.17 - $235.81 $547,951 - $686,678
-2,912 Reduced 29.77%
6,871 $1.29 Million
Q4 2024

Feb 13, 2025
SELL
$211.27 - $239.8 $88,944 - $100,955
-421 Reduced 4.13%
9,783 $2.11 Million
Q3 2024

Nov 14, 2024
BUY
$199.29 - $265.49 $5,580 - $7,433
28 Added 0.28%
10,204 $2.35 Million
Q2 2024

Aug 19, 2024
BUY
$198.39 - $259.28 $111,098 - $145,196
560 Added 5.82%
10,176 $2.51 Million
Q1 2024

May 14, 2024
BUY
$216.76 - $689.6 $1.42 Million - $4.51 Million
6,538 Added 212.41%
9,616 $2.17 Million
Q4 2023

Feb 28, 2024
SELL
$438.38 - $581.45 $124,061 - $164,550
-283 Reduced 8.42%
3,078 $1.77 Million
Q3 2023

Nov 22, 2023
SELL
$459.31 - $535.64 $4.16 Million - $4.85 Million
-9,054 Reduced 72.93%
3,361 $1.59 Million
Q2 2023

Aug 14, 2023
SELL
$401.0 - $516.5 $176 Million - $227 Million
-440,066 Reduced 97.26%
12,415 $6.3 Million
Q1 2023

Jun 05, 2023
BUY
$344.59 - $444.67 $156 Million - $201 Million
452,481 New
452,481 $201 Million
Q4 2022

Jun 12, 2023
SELL
$99.56 - $388.03 $44.7 Million - $174 Million
-449,257 Reduced 99.29%
3,224 $1.12 Million
Q2 2022

Aug 11, 2022
BUY
$349.61 - $471.65 $2,447 - $3,301
7 Added 0.36%
1,926 $673,000
Q1 2022

May 20, 2022
SELL
$420.34 - $553.1 $35,728 - $47,013
-85 Reduced 4.24%
1,919 $908,000
Q4 2021

Feb 17, 2022
BUY
$434.67 - $555.63 $3,912 - $5,000
9 Added 0.45%
2,004 $1.09 Million
Q3 2021

Nov 23, 2021
SELL
$426.32 - $476.6 $32.7 Million - $36.6 Million
-76,805 Reduced 97.47%
1,995 $890,000
Q3 2021

Nov 16, 2021
BUY
$426.32 - $476.6 $32.8 Million - $36.6 Million
76,845 Added 3930.69%
78,800 $890,000
Q2 2021

Aug 24, 2021
SELL
$387.58 - $454.22 $25,192 - $29,524
-65 Reduced 3.22%
1,955 $888,000
Q1 2021

May 17, 2021
SELL
$375.21 - $439.36 $84,422 - $98,856
-225 Reduced 10.02%
2,020 $856,000
Q4 2020

Feb 18, 2021
SELL
$301.8 - $382.56 $21,126 - $26,779
-70 Reduced 3.02%
2,245 $851,000
Q3 2020

Nov 17, 2020
SELL
$267.4 - $322.4 $78,883 - $95,108
-295 Reduced 11.3%
2,315 $705,000
Q2 2020

Aug 14, 2020
SELL
$193.98 - $272.82 $61,103 - $85,938
-315 Reduced 10.77%
2,610 $707,000
Q1 2020

May 18, 2020
SELL
$176.66 - $268.7 $183,903 - $279,716
-1,041 Reduced 26.25%
2,925 $600,000
Q4 2019

Feb 14, 2020
SELL
$205.67 - $252.82 $114,146 - $140,315
-555 Reduced 12.28%
3,966 $996,000
Q3 2019

Nov 18, 2019
SELL
$193.67 - $220.43 $196,575 - $223,736
-1,015 Reduced 18.33%
4,521 $956,000
Q2 2019

Aug 27, 2019
SELL
$176.52 - $215.69 $188,876 - $230,788
-1,070 Reduced 16.2%
5,536 $1.1 Million
Q1 2019

May 20, 2019
SELL
$148.71 - $195.84 $211,316 - $278,288
-1,421 Reduced 17.7%
6,606 $1.25 Million
Q4 2018

Feb 19, 2019
SELL
$145.0 - $185.86 $48,865 - $62,634
-337 Reduced 4.03%
8,027 $1.26 Million
Q3 2018

Nov 15, 2018
BUY
$176.09 - $191.85 $160,946 - $175,350
914 Added 12.27%
8,364 $1.55 Million
Q2 2018

Aug 14, 2018
SELL
$168.35 - $195.37 $53,872 - $62,518
-320 Reduced 4.12%
7,450 $1.33 Million
Q1 2018

May 15, 2018
SELL
$165.34 - $196.31 $213,949 - $254,025
-1,294 Reduced 14.28%
7,770 $1.4 Million
Q4 2017

Feb 15, 2018
SELL
$159.63 - $181.75 $215,500 - $245,362
-1,350 Reduced 12.96%
9,064 $1.54 Million
Q3 2017

Nov 15, 2017
SELL
$152.37 - $158.57 $604,604 - $629,205
-3,968 Reduced 27.59%
10,414 $1.65 Million
Q2 2017

Aug 17, 2017
BUY
N/A
14,382
14,382 $2.02 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

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