Wealth Plan Partners, LLC Ishares Semiconductor ETF Transaction History

Wealth Plan Partners, LLC

$705 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 10, 2023	BUY	$344.59 - $444.67 $34,803 - $44,911	101 New	101 $44.9 Million

Others Institutions Holding SOXX

# of Institutions

818

Shares Held

36.1M

Call Options Held

2.12M

Put Options Held

6.73M

Mercer Global Advisors Inc Denver, CO

8.74M
Shares

$1.89 Billion
4.42% of portfolio
Goldman Sachs Group Inc New York, NY

3.25M
Shares

$702 Million
0.12% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

2.96M
Shares

$641 Million
1.68% of portfolio
Bank Of America Corp Charlotte, NC

2.62M
Shares

$566 Million
0.05% of portfolio
Morgan Stanley New York, NY

2.33M
Shares

$503 Million
0.04% of portfolio

About ISHARES SEMICONDUCTOR ETF

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