Zimmermann Investment Management & Planning LLC Ishares Semiconductor ETF Transaction History

Zimmermann Investment Management & Planning LLC

$282 Million
Q2 2024

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Jul 13, 2023	SELL	$401.0 - $516.5 $755,885 - $973,602	-1,885 Reduced 82.53%	399 $202,000
Q1 2023 Apr 25, 2023	SELL	$344.59 - $444.67 $2.24 Million - $2.89 Million	-6,489 Reduced 73.97%	2,284 $1.02 Million
Q4 2022 Jan 20, 2023	BUY	$99.56 - $388.03 $81,639 - $318,184	820 Added 10.31%	8,773 $0
Q3 2022 Nov 01, 2022	BUY	$106.24 - $423.32 $603,549 - $2.4 Million	5,681 Added 250.04%	7,953 $2.54 Million
Q2 2022 Jul 28, 2022	SELL	$349.61 - $471.65 $152,779 - $206,111	-437 Reduced 16.13%	2,272 $794,000
Q1 2022 Apr 18, 2022	SELL	$420.34 - $553.1 $411,512 - $541,484	-979 Reduced 26.55%	2,709 $1.28 Million
Q4 2021 Feb 03, 2022	BUY	$434.67 - $555.63 $1.6 Million - $2.05 Million	3,688 New	3,688 $2 Million

Others Institutions Holding SOXX

# of Institutions

802

Shares Held

26M

Call Options Held

1.84M

Put Options Held

3.72M

Goldman Sachs Group Inc New York, NY

2.59M
Shares

$571 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

2.47M
Shares

$544 Million
0.05% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

2.01M
Shares

$443 Million
1.46% of portfolio
Morgan Stanley New York, NY

1.81M
Shares

$399 Million
0.04% of portfolio
Mercer Global Advisors Inc Denver, CO

1.46M
Shares

$321 Million
0.91% of portfolio

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