Beaumont Financial Advisors, LLC Ishares Semiconductor ETF Transaction History

Beaumont Financial Advisors, LLC

$1.11 Billion
Q3 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 3,545 shares of SOXX stock, worth $785,713. This represents 0.07% of its overall portfolio holdings.

Number of Shares

3,545

Previous 3,472 2.1%

Holding current value

$785,713

Previous $856,000 4.56%

% of portfolio

0.07%

Previous 0.08%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	BUY	$199.29 - $265.49 $14,548 - $19,380	73 Added 2.1%	3,545 $817,000
Q2 2024 Jul 24, 2024	BUY	$198.39 - $259.28 $272,191 - $355,732	1,372 Added 65.33%	3,472 $856,000
Q1 2024 May 10, 2024	BUY	$216.76 - $689.6 $184,029 - $585,470	849 Added 67.87%	2,100 $474,000
Q4 2023 Jan 31, 2024	SELL	$438.38 - $581.45 $75,839 - $100,590	-173 Reduced 12.15%	1,251 $720,000
Q3 2023 Nov 01, 2023	SELL	$459.31 - $535.64 $35,826 - $41,779	-78 Reduced 5.19%	1,424 $674,000
Q2 2023 Aug 02, 2023	SELL	$401.0 - $516.5 $110,275 - $142,037	-275 Reduced 15.48%	1,502 $761,000
Q1 2023 May 08, 2023	SELL	$344.59 - $444.67 $126,464 - $163,193	-367 Reduced 17.12%	1,777 $790,000
Q4 2022 Jan 25, 2023	BUY	$99.56 - $388.03 $213,456 - $831,936	2,144 New	2,144 $0

Others Institutions Holding SOXX

# of Institutions

807

Shares Held

51.2M

Call Options Held

2.12M

Put Options Held

6.73M

View Full List

About ISHARES SEMICONDUCTOR ETF

Ticker SOXX
Sector ETFs
Industry ETFs

More about SOXX

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Beaumont Financial Advisors, LLC Ishares Semiconductor ETF Transaction History