Wellspring Financial Advisors, LLC Ishares Semiconductor ETF Transaction History

Wellspring Financial Advisors, LLC

$735 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Aug 12, 2022	SELL	$349.61 - $471.65 $90,548 - $122,157	-259 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$420.34 - $553.1 $108,868 - $143,252	259 New	259 $123,000

Others Institutions Holding SOXX

# of Institutions

795

Shares Held

41.2M

Call Options Held

1.82M

Put Options Held

3.72M

International Assets Investment Management, LLC Orlando, FL

15.2M
Shares

$3.36 Billion
1.06% of portfolio
Goldman Sachs Group Inc New York, NY

2.59M
Shares

$572 Million
0.11% of portfolio
Bank Of America Corp Charlotte, NC

2.47M
Shares

$545 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

About ISHARES SEMICONDUCTOR ETF

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