A detailed history of Soa Wealth Advisors, Llc. transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Soa Wealth Advisors, Llc. holds 2,175 shares of SOXX stock, worth $503,208. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,175
Previous 2,170 0.23%
Holding current value
$503,208
Previous $535,000 6.36%
% of portfolio
0.1%
Previous 0.11%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 08, 2024

BUY
$199.29 - $265.49 $996 - $1,327
5 Added 0.23%
2,175 $501,000
Q2 2024

Jul 17, 2024

BUY
$198.39 - $259.28 $396 - $518
2 Added 0.09%
2,170 $535,000
Q1 2024

Apr 10, 2024

BUY
$216.76 - $689.6 $313,001 - $995,782
1,444 Added 199.45%
2,168 $489,000
Q4 2023

Jan 10, 2024

BUY
$438.38 - $581.45 $1,753 - $2,325
4 Added 0.56%
724 $417,000
Q2 2023

Jul 07, 2023

BUY
$401.0 - $516.5 $401 - $516
1 Added 0.14%
720 $365,000
Q1 2023

Apr 28, 2023

BUY
$344.59 - $444.67 $13,094 - $16,897
38 Added 5.58%
719 $319,000
Q4 2022

Jan 10, 2023

BUY
$99.56 - $388.03 $99 - $388
1 Added 0.15%
681 $0
Q3 2022

Oct 07, 2022

BUY
$106.24 - $423.32 $24,328 - $96,940
229 Added 50.78%
680 $216,000
Q2 2022

Jul 13, 2022

BUY
$349.61 - $471.65 $59,433 - $80,180
170 Added 60.5%
451 $157,000
Q1 2022

Apr 07, 2022

BUY
$420.34 - $553.1 $118,115 - $155,421
281 New
281 $133,000

Others Institutions Holding SOXX

About ISHARES SEMICONDUCTOR ETF


  • Ticker SOXX
  • Sector ETFs
  • Industry ETFs
More about SOXX
Track This Portfolio

Track Soa Wealth Advisors, Llc. Portfolio

Follow Soa Wealth Advisors, Llc. and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Soa Wealth Advisors, Llc. with notifications on news.