Bogart Wealth, LLC Ishares Semiconductor ETF Transaction History

Bogart Wealth, LLC

$2.1 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 22, 2022	SELL	$349.61 - $471.65 $15,732 - $21,224	-45 Closed	0 $0
Q3 2021 Oct 15, 2021	BUY	$426.32 - $476.6 $19,184 - $21,447	45 New	45 $20,000

Others Institutions Holding SOXX

# of Institutions

807

Shares Held

51.2M

Call Options Held

2.12M

Put Options Held

6.73M

International Assets Investment Management, LLC Orlando, FL

15.2M
Shares

$3.27 Billion
1.06% of portfolio
Mercer Global Advisors Inc Denver, CO

8.74M
Shares

$1.88 Billion
4.42% of portfolio
Goldman Sachs Group Inc New York, NY

3.25M
Shares

$697 Million
0.12% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

2.96M
Shares

$636 Million
1.68% of portfolio
Bank Of America Corp Charlotte, NC

2.62M
Shares

$562 Million
0.05% of portfolio

About ISHARES SEMICONDUCTOR ETF

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