Marcum Wealth, LLC Ishares Semiconductor ETF Transaction History

Marcum Wealth, LLC

$1.14 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 14, 2022	SELL	$349.61 - $471.65 $155,226 - $209,412	-444 Closed	0 $0
Q4 2021 Feb 01, 2022	BUY	$434.67 - $555.63 $192,993 - $246,699	444 New	444 $241,000

Others Institutions Holding SOXX

# of Institutions

809

Shares Held

35.9M

Call Options Held

2.12M

Put Options Held

6.73M

Mercer Global Advisors Inc Denver, CO

8.74M
Shares

$1.95 Billion
4.42% of portfolio
Goldman Sachs Group Inc New York, NY

3.25M
Shares

$726 Million
0.12% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

2.96M
Shares

$662 Million
1.68% of portfolio
Bank Of America Corp Charlotte, NC

2.62M
Shares

$585 Million
0.05% of portfolio
Morgan Stanley New York, NY

2.33M
Shares

$520 Million
0.04% of portfolio

About ISHARES SEMICONDUCTOR ETF

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