Mount Yale Investment Advisors, LLC Ishares Semiconductor ETF Transaction History

Mount Yale Investment Advisors, LLC

$1.2 Billion
Q4 2024

A detailed history of Mount Yale Investment Advisors, LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 19,006 shares of SOXX stock, worth $4.14 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

19,006

Previous 17,423 9.09%

Holding current value

$4.14 Million

Previous $4.02 Million 1.94%

% of portfolio

0.34%

Previous 0.39%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	$211.27 - $239.8 $334,440 - $379,603	1,583 Added 9.09%	19,006 $4.1 Million
Q3 2024 Oct 23, 2024	SELL	$199.29 - $265.49 $308,102 - $410,447	-1,546 Reduced 8.15%	17,423 $4.02 Million
Q2 2024 Aug 13, 2024	BUY	$198.39 - $259.28 $194,223 - $253,835	979 Added 5.44%	18,969 $4.68 Million
Q1 2024 May 15, 2024	BUY	$216.76 - $689.6 $2.52 Million - $8.01 Million	11,616 Added 182.24%	17,990 $4.06 Million
Q4 2023 Feb 12, 2024	SELL	$438.38 - $581.45 $300,290 - $398,293	-685 Reduced 9.7%	6,374 $3.67 Million
Q3 2023 Oct 11, 2023	SELL	$459.31 - $535.64 $71,193 - $83,024	-155 Reduced 2.15%	7,059 $3.34 Million
Q2 2023 Aug 14, 2023	SELL	$401.0 - $516.5 $116,691 - $150,301	-291 Reduced 3.88%	7,214 $3.66 Million
Q1 2023 May 11, 2023	BUY	$344.59 - $444.67 $178,153 - $229,894	517 Added 7.4%	7,505 $3.34 Million
Q4 2022 Feb 13, 2023	BUY	$99.56 - $388.03 $146,651 - $571,568	1,473 Added 26.71%	6,988 $2.43 Million
Q3 2022 Nov 07, 2022	BUY	$106.24 - $423.32 $28,684 - $114,296	270 Added 5.15%	5,515 $1.76 Million
Q2 2022 Aug 02, 2022	BUY	$349.61 - $471.65 $610,768 - $823,972	1,747 Added 49.94%	5,245 $1.83 Million
Q1 2022 May 03, 2022	BUY	$420.34 - $553.1 $413,614 - $544,250	984 Added 39.14%	3,498 $1.66 Million
Q4 2021 Feb 02, 2022	BUY	$434.67 - $555.63 $1.09 Million - $1.4 Million	2,514 New	2,514 $1.36 Million

Others Institutions Holding SOXX

# of Institutions

837

Shares Held

28.4M

Call Options Held

2.35M

Put Options Held

5.09M

View Full List

About ISHARES SEMICONDUCTOR ETF

Ticker SOXX
Sector ETFs
Industry ETFs

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Mount Yale Investment Advisors, LLC Ishares Semiconductor ETF Transaction History