Ever Source Wealth Advisors, LLC Ishares Semiconductor ETF Transaction History

Ever Source Wealth Advisors, LLC

$2.2 Billion
Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 741 shares of SOXX stock, worth $213,793. This represents 0.01% of its overall portfolio holdings.

Number of Shares

741

Previous 490 51.22%

Holding current value

$213,793

Previous $116,000 72.41%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	$236.93 - $271.12 $59,469 - $68,051	251 Added 51.22%	741 $200,000
Q2 2025 Aug 13, 2025	BUY	$154.86 - $239.07 $3,252 - $5,020	21 Added 4.48%	490 $116,000
Q1 2025 May 13, 2025	BUY	$188.17 - $235.81 $3,198 - $4,008	17 Added 3.76%	469 $88,000
Q4 2024 Feb 07, 2025	BUY	$211.27 - $239.8 $35,915 - $40,766	170 Added 60.28%	452 $97,000
Q3 2024 Nov 08, 2024	BUY	$199.29 - $265.49 $28,697 - $38,230	144 Added 104.35%	282 $65,000

Q2 2024 Aug 13, 2024	BUY	$198.39 - $259.28 $12,498 - $16,334	63 Added 84.0%	138 $34,000
Q1 2024 Jun 11, 2024	BUY	$216.76 - $689.6 $9,320 - $29,652	43 Added 134.38%	75 $16,000
Q2 2023 Aug 04, 2023	BUY	$401.0 - $516.5 $2,807 - $3,615	7 Added 28.0%	32 $16,000
Q4 2022 Feb 09, 2023	BUY	$99.56 - $388.03 $2,489 - $9,700	25 New	25 $8,000

Others Institutions Holding SOXX

# of Institutions

923

Shares Held

24.6M

Call Options Held

2.9M

Put Options Held

4.52M

View Full List

About ISHARES SEMICONDUCTOR ETF

Ticker SOXX
Sector ETFs
Industry ETFs

More about SOXX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Account

Ever Source Wealth Advisors, LLC Ishares Semiconductor ETF Transaction History