Concurrent Investment Advisors LLC Has $12.77 Million Holdings in iShares Semiconductor ETF $SOXX

Concurrent Investment Advisors LLC boosted its position in shares of iShares Semiconductor ETF (NASDAQ:SOXXFree Report) by 32.4% in the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 19,927 shares of the exchange traded fund’s stock after acquiring an additional 4,873 shares during the period. Concurrent Investment Advisors LLC’s holdings in iShares Semiconductor ETF were worth $12,768,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. BOKF NA bought a new stake in iShares Semiconductor ETF during the 4th quarter worth about $30,000. Commonwealth Retirement Investments LLC bought a new position in iShares Semiconductor ETF in the fourth quarter valued at $32,000. Wealth Watch Advisors INC grew its stake in shares of iShares Semiconductor ETF by 278.6% in the fourth quarter. Wealth Watch Advisors INC now owns 106 shares of the exchange traded fund’s stock valued at $32,000 after buying an additional 78 shares in the last quarter. Gould Capital LLC increased its holdings in shares of iShares Semiconductor ETF by 39.2% during the 1st quarter. Gould Capital LLC now owns 110 shares of the exchange traded fund’s stock worth $36,000 after acquiring an additional 31 shares during the last quarter. Finally, SHP Wealth Management acquired a new stake in iShares Semiconductor ETF during the fourth quarter worth approximately $38,000.

iShares Semiconductor ETF Stock Up 3.5%

NASDAQ SOXX opened at $519.86 on Friday. The company has a market capitalization of $46.61 billion, a P/E ratio of 31.84 and a beta of 1.80. iShares Semiconductor ETF has a 12-month low of $244.13 and a 12-month high of $655.95. The firm has a 50-day moving average price of $537.81 and a two-hundred day moving average price of $479.84.

iShares Semiconductor ETF shares are scheduled to split before the market opens on Thursday, November 5th. The 3-1 split was recently announced. The newly created shares will be payable to shareholders after the market closes on Wednesday, November 4th.

iShares Semiconductor ETF Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, June 18th. Stockholders of record on Monday, June 15th were given a dividend of $0.2827 per share. This represents a $1.13 annualized dividend and a dividend yield of 0.2%. This is a boost from iShares Semiconductor ETF’s previous quarterly dividend of $0.21. The ex-dividend date was Monday, June 15th.

iShares Semiconductor ETF Profile

(Free Report)

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). The Index is an equity benchmark for the United States-listed semiconductor stocks. The Index includes companies primarily involved in the design, distribution, manufacture and sale of semiconductors.

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Institutional Ownership by Quarter for iShares Semiconductor ETF (NASDAQ:SOXX)

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