Kiley Juergens Wealth Management, LLC Ishares Semiconductor ETF Transaction History

Kiley Juergens Wealth Management, LLC

$372 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 15, 2019	SELL	$145.0 - $185.86 $2,030 - $2,602	-14 Closed	0 $0
Q2 2018 Jul 23, 2018	BUY	$168.35 - $195.37 $2,356 - $2,735	14 New	14 $2,000

Others Institutions Holding SOXX

# of Institutions

808

Shares Held

51.2M

Call Options Held

2.12M

Put Options Held

6.73M

International Assets Investment Management, LLC Orlando, FL

15.2M
Shares

$3.22 Billion
1.06% of portfolio
Mercer Global Advisors Inc Denver, CO

8.74M
Shares

$1.85 Billion
4.42% of portfolio
Goldman Sachs Group Inc New York, NY

3.25M
Shares

$687 Million
0.12% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

2.96M
Shares

$626 Million
1.68% of portfolio
Bank Of America Corp Charlotte, NC

2.62M
Shares

$553 Million
0.05% of portfolio

About ISHARES SEMICONDUCTOR ETF

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