A detailed history of Comprehensive Financial Planning, Inc./Pa transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Comprehensive Financial Planning, Inc./Pa holds 6,374 shares of SOXX stock, worth $1.84 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares
6,374
Previous 5,956 7.02%
Holding current value
$1.84 Million
Previous $1.42 Billion 21.55%
% of portfolio
1.18%
Previous 1.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025

BUY
$236.93 - $271.12 $99,036 - $113,328
418 Added 7.02%
6,374 $1.73 Billion
Q2 2025

Aug 08, 2025

BUY
$154.86 - $239.07 $367,018 - $566,595
2,370 Added 66.09%
5,956 $1.42 Billion
Q1 2025

May 09, 2025

SELL
$188.17 - $235.81 $1.1 Million - $1.38 Million
-5,839 Reduced 61.95%
3,586 $675 Million
Q4 2024

Jan 28, 2025

BUY
$211.27 - $239.8 $1.99 Million - $2.26 Million
9,425 New
9,425 $2.03 Billion

Others Institutions Holding SOXX

About ISHARES SEMICONDUCTOR ETF


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

Track Comprehensive Financial Planning, Inc./Pa Portfolio

Follow Comprehensive Financial Planning, Inc./Pa 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 Comprehensive Financial Planning, Inc./Pa, based on Form 13F filings with the SEC.

News

Stay updated on Comprehensive Financial Planning, Inc./Pa with notifications on news.