A detailed history of Jpl Wealth Management, LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Jpl Wealth Management, LLC holds 11,160 shares of SOXX stock, worth $2.46 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares
11,160
Previous 10,566 5.62%
Holding current value
$2.46 Million
Previous $2.39 Billion 15.3%
% of portfolio
1.35%
Previous 1.32%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$198.39 - $259.28 $117,843 - $154,012
594 Added 5.62%
11,160 $2.75 Billion
Q1 2024

May 10, 2024

BUY
$216.76 - $689.6 $1.65 Million - $5.25 Million
7,606 Added 256.96%
10,566 $2.39 Billion
Q4 2023

Feb 09, 2024

BUY
$438.38 - $581.45 $1.3 Million - $1.72 Million
2,960 New
2,960 $1.71 Billion

Others Institutions Holding SOXX

About ISHARES SEMICONDUCTOR ETF


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

Track Jpl Wealth Management, LLC Portfolio

Follow Jpl Wealth Management, LLC 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 Jpl Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Jpl Wealth Management, LLC with notifications on news.