Blue Bell Private Wealth Management, LLC Ishares Semiconductor ETF Transaction History

Blue Bell Private Wealth Management, LLC

$500 Million
Q4 2024

A detailed history of Blue Bell Private Wealth Management, LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Blue Bell Private Wealth Management, LLC holds 108 shares of SOXX stock, worth $17,987. This represents 0.0% of its overall portfolio holdings.

Number of Shares

108

Previous 108 -0.0%

Holding current value

$17,987

Previous $24,000 4.17%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 24, 2024	BUY	$216.76 - $689.6 $15,606 - $49,651	72 Added 200.0%	108 $24,000
Q3 2023 Oct 30, 2023	SELL	$459.31 - $535.64 $24,343 - $28,388	-53 Reduced 59.55%	36 $17,000
Q4 2022 Feb 03, 2023	SELL	$99.56 - $388.03 $2,489 - $9,700	-25 Reduced 21.93%	89 $30,000
Q3 2022 Nov 08, 2022	BUY	$106.24 - $423.32 $2,656 - $10,583	25 Added 28.09%	114 $36,000
Q2 2021 Aug 05, 2021	SELL	$387.58 - $454.22 $174,411 - $204,399	-450 Reduced 83.49%	89 $40,000
Q3 2020 Oct 23, 2020	BUY	$267.4 - $322.4 $9,626 - $11,606	36 Added 7.16%	539 $164,000
Q4 2019 Jan 22, 2020	BUY	$205.67 - $252.82 $10,900 - $13,399	53 Added 11.78%	503 $126,000
Q3 2017 Oct 24, 2017	BUY	$152.37 - $158.57 $68,566 - $71,356	450	450 $71,000

Others Institutions Holding SOXX

# of Institutions

838

Shares Held

28.3M

Call Options Held

2.35M

Put Options Held

5.08M

View Full List

About ISHARES SEMICONDUCTOR ETF

Ticker SOXX
Sector ETFs
Industry ETFs

More about SOXX

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Blue Bell Private Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Blue Bell Private Wealth Management, LLC with notifications on news.

Account

Blue Bell Private Wealth Management, LLC Ishares Semiconductor ETF Transaction History