Clearstead Advisors, LLC Ishares Semiconductor ETF Transaction History

Clearstead Advisors, LLC

$7.4 Billion
Q3 2025

A detailed history of Clearstead Advisors, LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Clearstead Advisors, LLC holds 302 shares of SOXX stock, worth $87,133. This represents 0.0% of its overall portfolio holdings.

Number of Shares

302

Previous 302 -0.0%

Holding current value

$87,133

Previous $72,000 12.5%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	$154.86 - $239.07 $13,317 - $20,560	86 Added 39.81%	302 $72,000
Q1 2025 May 13, 2025	BUY	$188.17 - $235.81 $28,225 - $35,371	150 Added 227.27%	216 $40,000
Q4 2024 Feb 10, 2025	SELL	$211.27 - $239.8 $11,619 - $13,189	-55 Reduced 45.45%	66 $14,000
Q3 2024 Nov 13, 2024	BUY	$199.29 - $265.49 $10,960 - $14,601	55 Added 83.33%	121 $27,000
Q1 2024 May 14, 2024	BUY	$216.76 - $689.6 $9,537 - $30,342	44 Added 200.0%	66 $14,000

Q2 2023 Aug 07, 2023	BUY	$401.0 - $516.5 $8,822 - $11,363	22 New	22 $11,000
Q1 2022 May 04, 2022	BUY	$420.34 - $553.1 $84,068 - $110,620	200 New	200 $95,000
Q4 2020 Feb 11, 2021	SELL	$301.8 - $382.56 $29,878 - $37,873	-99 Closed	0 $0
Q3 2020 Nov 12, 2020	BUY	$267.4 - $322.4 $26,472 - $31,917	99 New	99 $30,000

Others Institutions Holding SOXX

# of Institutions

911

Shares Held

24.5M

Call Options Held

2.9M

Put Options Held

4.52M

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About ISHARES SEMICONDUCTOR ETF

Ticker SOXX
Sector ETFs
Industry ETFs

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Clearstead Advisors, LLC Ishares Semiconductor ETF Transaction History