Legend Financial Advisors, Inc. Ishares Semiconductor ETF Transaction History

Legend Financial Advisors, Inc.

$136 Billion
Q1 2025

A detailed history of Legend Financial Advisors, Inc. transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Legend Financial Advisors, Inc. holds 55,146 shares of SOXX stock, worth $11.5 Million. This represents 7.62% of its overall portfolio holdings.

Number of Shares

55,146

Previous 50,014 10.26%

Holding current value

$11.5 Million

Previous $10.8 Billion 3.72%

% of portfolio

7.62%

Previous 7.6%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$188.17 - $235.81 $965,688 - $1.21 Million	5,132 Added 10.26%	55,146 $10.4 Billion
Q4 2024 Jan 07, 2025	SELL	$211.27 - $239.8 $104,367 - $118,461	-494 Reduced 0.98%	50,014 $10.8 Billion
Q3 2024 Oct 17, 2024	SELL	$199.29 - $265.49 $224,001 - $298,410	-1,124 Reduced 2.18%	50,508 $11.6 Billion
Q2 2024 Jul 26, 2024	SELL	$198.39 - $259.28 $640,006 - $836,437	-3,226 Reduced 5.88%	51,632 $12.7 Billion
Q1 2024 Apr 17, 2024	BUY	$216.76 - $689.6 $7.95 Million - $25.3 Million	36,696 Added 202.05%	54,858 $12.4 Billion
Q4 2023 Jan 31, 2024	SELL	$438.38 - $581.45 $149,925 - $198,855	-342 Reduced 1.85%	18,162 $10.5 Billion
Q3 2023 Nov 13, 2023	SELL	$459.31 - $535.64 $103,804 - $121,054	-226 Reduced 1.21%	18,504 $8.76 Billion
Q2 2023 Aug 09, 2023	SELL	$401.0 - $516.5 $1.21 Million - $1.56 Million	-3,022 Reduced 13.89%	18,730 $9.5 Billion
Q1 2023 Apr 26, 2023	BUY	$344.59 - $444.67 $23,087 - $29,792	67 Added 0.31%	21,752 $9.67 Billion
Q4 2022 Jan 30, 2023	SELL	$99.56 - $388.03 $3,385 - $13,193	-34 Reduced 0.16%	21,685 $7.55 Billion
Q3 2022 Nov 18, 2022	SELL	$106.24 - $423.32 $69,374 - $276,427	-653 Reduced 2.92%	21,719 $6.92 Billion
Q2 2022 Aug 08, 2022	SELL	$349.61 - $471.65 $4.94 Million - $6.67 Million	-14,140 Reduced 38.73%	22,372 $7.82 Million
Q1 2022 May 12, 2022	BUY	$420.34 - $553.1 $583,431 - $767,702	1,388 Added 3.95%	36,512 $16.3 Million
Q4 2021 Feb 14, 2022	SELL	$434.67 - $555.63 $603,321 - $771,214	-1,388 Reduced 3.8%	35,124 $19 Million
Q3 2021 Nov 15, 2021	BUY	$426.32 - $476.6 $1.16 Million - $1.29 Million	2,713 Added 8.03%	36,512 $16.3 Million
Q2 2021 Aug 02, 2021	BUY	$387.58 - $454.22 $12 Million - $14.1 Million	31,056 Added 1132.19%	33,799 $15.4 Million
Q1 2021 May 17, 2021	SELL	$375.21 - $439.36 $12.5 Million - $14.6 Million	-33,251 Reduced 92.38%	2,743 $1.16 Million
Q4 2020 Feb 16, 2021	SELL	$301.8 - $382.56 $3.16 Million - $4 Million	-10,459 Reduced 22.52%	35,994 $13.6 Million
Q3 2020 Nov 12, 2020	SELL	$267.4 - $322.4 $1.66 Million - $2 Million	-6,207 Reduced 11.79%	46,453 $14.2 Million
Q2 2020 Aug 18, 2020	SELL	$193.98 - $272.82 $108,240 - $152,233	-558 Reduced 1.05%	52,660 $14.3 Million
Q1 2020 May 15, 2020	SELL	$176.66 - $268.7 $12,542 - $19,077	-71 Reduced 0.13%	53,218 $10.9 Million
Q4 2019 Feb 20, 2020	SELL	$205.67 - $252.82 $291,845 - $358,751	-1,419 Reduced 2.59%	53,289 $13.4 Million
Q3 2019 Dec 23, 2019	BUY	$193.67 - $220.43 $36,990 - $42,102	191 Added 0.35%	54,708 $11.6 Million
Q2 2019 Aug 13, 2019	SELL	$176.52 - $215.69 $568,217 - $694,306	-3,219 Reduced 5.58%	54,517 $10.8 Million
Q1 2019 Aug 08, 2019	SELL	$148.71 - $195.84 $84,169 - $110,845	-566 Reduced 0.97%	57,736 $10.9 Million
Q4 2018 Aug 08, 2019	BUY	$145.0 - $185.86 $8.45 Million - $10.8 Million	58,302 New	58,302 $9.15 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
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Legend Financial Advisors, Inc. Ishares Semiconductor ETF Transaction History