Zhang Financial LLC Ishares Semiconductor ETF Transaction History

Zhang Financial LLC

  • $1.73 Billion
  • Q4 2024

A detailed history of Zhang Financial LLC transactions in Ishares Semiconductor ETF stock. As of the latest transaction made, Zhang Financial LLC holds 2,620 shares of SOXX stock, worth $519,991. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,620
Previous 3,071 14.69%
Holding current value
$519,991
Previous $708,000 20.34%
% of portfolio
0.03%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
SELL
$211.27 - $239.8 $95,282 - $108,149
-451 Reduced 14.69%
2,620 $564,000
Q3 2024

Oct 15, 2024
BUY
$199.29 - $265.49 $431,861 - $575,316
2,167 Added 239.71%
3,071 $708,000
Q2 2024

Jul 19, 2024
BUY
$198.39 - $259.28 $179,344 - $234,389
904 New
904 $222,000

Others Institutions Holding SOXX

# of Institutions
839
Shares Held
28.4M
Call Options Held
2.35M
Put Options Held
5.08M
View Full List

About ISHARES SEMICONDUCTOR ETF

SOXX Quotes by TradingView
  • Ticker SOXX
  • Sector ETFs
  • Industry ETFs
More about SOXX
Track This Portfolio

Track Zhang Financial LLC Portfolio

Follow Zhang Financial LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Zhang Financial LLC, based on Form 13F filings with the SEC.

News

Stay updated on Zhang Financial LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email