Institute For Wealth Management, Llc. Vaneck ETF Tr Semiconductor Et Transaction History

Institute For Wealth Management, Llc.

$763 Million
Q1 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Vaneck ETF Tr Semiconductor Et stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 18,997 shares of SMH stock, worth $4.55 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

18,997

Previous 18,323 3.68%

Holding current value

$4.55 Million

Previous $4.44 Million 9.47%

% of portfolio

0.53%

Previous 0.56%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 21, 2025	BUY	$211.47 - $267.17 $142,530 - $180,072	674 Added 3.68%	18,997 $4.02 Million
Q4 2024 Jan 23, 2025	SELL	$238.25 - $261.28 $32,402 - $35,534	-136 Reduced 0.74%	18,323 $4.44 Million
Q3 2024 Nov 12, 2024	BUY	$211.47 - $281.27 $53,290 - $70,880	252 Added 1.38%	18,459 $4.53 Million
Q2 2024 Jul 25, 2024	BUY	$199.21 - $276.76 $46,615 - $64,761	234 Added 1.3%	18,207 $4.75 Million
Q1 2024 Apr 30, 2024	BUY	$164.99 - $234.17 $362,648 - $514,705	2,198 Added 13.93%	17,973 $4.04 Million
Q4 2023 Jan 31, 2024	BUY	$137.46 - $175.86 $12,646 - $16,179	92 Added 0.59%	15,775 $2.76 Million
Q2 2023 Jul 25, 2023	BUY	$122.9 - $261.69 $969,803 - $2.06 Million	7,891 Added 101.27%	15,683 $2.39 Million
Q1 2023 Apr 20, 2023	SELL	$201.38 - $263.19 $13,089 - $17,107	-65 Reduced 0.83%	7,792 $2.05 Million
Q4 2022 Feb 02, 2023	BUY	$86.57 - $227.73 $140,589 - $369,833	1,624 Added 26.05%	7,857 $1.59 Million
Q3 2022 Oct 18, 2022	BUY	$92.56 - $123.24 $12,032 - $16,021	130 Added 2.13%	6,233 $1.15 Million
Q2 2022 Jul 25, 2022	BUY	$101.86 - $134.9 $43,596 - $57,737	428 Added 7.54%	6,103 $1.24 Million
Q1 2022 Apr 29, 2022	BUY	$119.35 - $157.8 $159,570 - $210,978	1,337 Added 30.82%	5,675 $1.53 Million
Q4 2021 Jan 21, 2022	SELL	$124.9 - $158.28 $4,371 - $5,539	-35 Reduced 0.8%	4,338 $1.34 Million
Q3 2021 Nov 15, 2021	SELL	$123.4 - $137.93 $4,442 - $4,965	-36 Reduced 0.82%	4,373 $1.12 Million
Q2 2021 Jul 21, 2021	BUY	$111.82 - $131.12 $35,111 - $41,171	314 Added 7.67%	4,409 $1.16 Million
Q1 2021 May 04, 2021	SELL	$108.11 - $128.06 $6,810 - $8,067	-63 Reduced 1.52%	4,095 $997,000
Q4 2020 Feb 01, 2021	SELL	$86.57 - $110.46 $3,549 - $4,528	-41 Reduced 0.98%	4,158 $908,000
Q3 2020 Nov 03, 2020	BUY	$75.53 - $91.78 $1,057 - $1,284	14 Added 0.33%	4,199 $732,000
Q2 2020 Jul 30, 2020	SELL	$55.67 - $76.65 $9,074 - $12,493	-163 Reduced 3.75%	4,185 $639,000
Q1 2020 Apr 29, 2020	SELL	$50.53 - $76.13 $10,106 - $15,226	-200 Reduced 4.4%	4,348 $509,000
Q4 2019 Feb 27, 2020	BUY	$58.2 - $71.75 $227,271 - $280,183	3,905 Added 607.31%	4,548 $643,000
Q4 2019 Jan 27, 2020	SELL	$58.2 - $71.75 $227,271 - $280,183	-3,905 Reduced 85.86%	643 $643,000
Q3 2019 Oct 28, 2019	SELL	$58.88 - $60.99 $34,856 - $36,106	-592 Reduced 11.52%	4,548 $542,000
Q2 2019 Aug 02, 2019	SELL	N/A	-76 Reduced 1.46%	5,140 $566,000
Q1 2019 May 15, 2019	BUY	N/A	146 Added 2.88%	5,216 $555,000
Q4 2018 Feb 08, 2019	BUY	N/A	5,070 New	5,070 $443,000

Others Institutions Holding SMH

# of Institutions

1,090

Shares Held

48.8M

Call Options Held

22.9M

Put Options Held

37.4M

View Full List

About VANECK ETF TR SEMICONDUCTOR ET

Ticker SMH
Sector ETFs
Industry ETFs

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Institute For Wealth Management, Llc. Vaneck ETF Tr Semiconductor Et Transaction History