Stonebridge Financial Planning Group LLC Has $1.89 Million Position in iShares Semiconductor ETF (NASDAQ:SOXX)

Stonebridge Financial Planning Group LLC reduced its position in shares of iShares Semiconductor ETF (NASDAQ:SOXX) by 4.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 8,202 shares of the exchange traded fund’s stock after selling 399 shares during the period. Stonebridge Financial Planning Group LLC’s holdings in iShares Semiconductor ETF were worth $1,891,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in SOXX. Optimum Investment Advisors grew its stake in iShares Semiconductor ETF by 56.3% during the second quarter. Optimum Investment Advisors now owns 361 shares of the exchange traded fund’s stock worth $89,000 after purchasing an additional 130 shares during the period. LRI Investments LLC bought a new position in iShares Semiconductor ETF during the first quarter worth about $33,000. Atria Investments Inc increased its position in shares of iShares Semiconductor ETF by 220.1% during the first quarter. Atria Investments Inc now owns 10,509 shares of the exchange traded fund’s stock valued at $2,374,000 after buying an additional 7,226 shares during the period. Zhang Financial LLC bought a new stake in shares of iShares Semiconductor ETF during the 2nd quarter valued at about $223,000. Finally, Mather Group LLC. lifted its position in iShares Semiconductor ETF by 1,987.5% during the second quarter. Mather Group LLC. now owns 334 shares of the exchange traded fund’s stock valued at $75,000 after purchasing an additional 318 shares during the last quarter.

iShares Semiconductor ETF Trading Down 1.1 %

Shares of SOXX stock traded down $2.30 during mid-day trading on Wednesday, reaching $212.05. The stock had a trading volume of 278,849 shares, compared to its average volume of 3,710,762. The firm has a market capitalization of $13.60 billion, a PE ratio of 10.60 and a beta of 1.34. The stock’s 50-day moving average price is $226.12 and its two-hundred day moving average price is $231.52. iShares Semiconductor ETF has a 52-week low of $167.64 and a 52-week high of $267.24.

iShares Semiconductor ETF Announces Dividend

The firm also recently disclosed a dividend, which was paid on Monday, September 30th. Investors of record on Wednesday, September 25th were paid a dividend of $0.5524 per share. The ex-dividend date was Wednesday, September 25th.

iShares Semiconductor ETF Company Profile

iShares PHLX Semiconductor ETF, formerly iShares PHLX SOX Semiconductor Sector Index Fund (the Fund), is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the United States-listed semiconductor stocks as represented by the PHLX Semiconductor Sector Index (the Index).