Uma Financial Services, Inc. Ishares Semiconductor ETF Transaction History

Uma Financial Services, Inc.

  • $648 Million
  • Q3 2025

A detailed history of Uma Financial Services, Inc. transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Uma Financial Services, Inc. holds 834 shares of SOXX stock, worth $240,625. This represents 0.03% of its overall portfolio holdings.

Number of Shares
834
Previous 837 0.36%
Holding current value
$240,625
Previous $199,000 13.57%
% of portfolio
0.03%
Previous 0.03%

Shares

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

Nov 04, 2025
SELL
$236.93 - $271.12 $710 - $813
-3 Reduced 0.36%
834 $226,000
Q2 2025

Jul 11, 2025
SELL
$154.86 - $239.07 $27,410 - $42,315
-177 Reduced 17.46%
837 $199,000
Q1 2025

Apr 28, 2025
SELL
$188.17 - $235.81 $12,042 - $15,091
-64 Reduced 5.94%
1,014 $190,000
Q4 2024

Feb 12, 2025
BUY
$211.27 - $239.8 $12,464 - $14,148
59 Added 5.79%
1,078 $232,000
Q3 2024

Oct 16, 2024
BUY
$199.29 - $265.49 $31,487 - $41,947
158 Added 18.35%
1,019 $234,000
Q2 2024

Jul 17, 2024
BUY
$198.39 - $259.28 $170,813 - $223,240
861 New
861 $212,000

Others Institutions Holding SOXX

# of Institutions
909
Shares Held
24.5M
Call Options Held
2.9M
Put Options Held
4.52M
View Full List

About ISHARES SEMICONDUCTOR ETF

SOXX Quotes by TradingView
  • Ticker SOXX
  • Sector ETFs
  • Industry ETFs
More about SOXX
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