Beacon Financial Planning, Inc Ishares Semiconductor ETF Transaction History

Beacon Financial Planning, Inc

$193 Billion
Q3 2025

A detailed history of Beacon Financial Planning, Inc transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 10,994 shares of SOXX stock, worth $3.17 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares

10,994

Previous 10,824 1.57%

Holding current value

$3.17 Million

Previous $2.58 Billion 15.37%

% of portfolio

1.54%

Previous 1.44%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	BUY	$236.93 - $271.12 $40,278 - $46,090	170 Added 1.57%	10,994 $2.98 Billion
Q2 2025 Jul 15, 2025	SELL	$154.86 - $239.07 $38,250 - $59,050	-247 Reduced 2.23%	10,824 $2.58 Billion
Q1 2025 Apr 24, 2025	SELL	$188.17 - $235.81 $164,460 - $206,097	-874 Reduced 7.32%	11,071 $2.08 Billion
Q4 2024 Jan 27, 2025	BUY	$211.27 - $239.8 $116,198 - $131,890	550 Added 4.83%	11,945 $2.57 Billion
Q3 2024 Oct 24, 2024	BUY	$199.29 - $265.49 $601,656 - $801,514	3,019 Added 36.04%	11,395 $2.63 Billion

Q2 2024 Jul 18, 2024	BUY	$198.39 - $259.28 $472,168 - $617,086	2,380 Added 39.69%	8,376 $2.07 Billion
Q1 2024 Apr 22, 2024	BUY	$216.76 - $689.6 $1.07 Million - $3.42 Million	4,955 Added 475.98%	5,996 $1.35 Billion
Q4 2023 Jan 29, 2024	BUY	$438.38 - $581.45 $249,438 - $330,845	569 Added 120.55%	1,041 $600 Million
Q3 2023 Oct 24, 2023	BUY	$459.31 - $535.64 $216,794 - $252,822	472 New	472 $224 Million

Others Institutions Holding SOXX

# of Institutions

900

Shares Held

24.5M

Call Options Held

2.9M

Put Options Held

4.52M

View Full List

About ISHARES SEMICONDUCTOR ETF

Ticker SOXX
Sector ETFs
Industry ETFs

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Beacon Financial Planning, Inc Ishares Semiconductor ETF Transaction History