Comprehensive Financial Planning Inc. PA Invests $2.03 Million in iShares Semiconductor ETF (NASDAQ:SOXX)

Comprehensive Financial Planning Inc. PA bought a new position in shares of iShares Semiconductor ETF (NASDAQ:SOXX) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 9,425 shares of the exchange traded fund’s stock, valued at approximately $2,031,000. iShares Semiconductor ETF accounts for about 1.7% of Comprehensive Financial Planning Inc. PA’s holdings, making the stock its 15th largest holding.

Other hedge funds have also recently added to or reduced their stakes in the company. JPMorgan Chase & Co. increased its position in shares of iShares Semiconductor ETF by 2.0% in the 3rd quarter. JPMorgan Chase & Co. now owns 1,244,540 shares of the exchange traded fund’s stock valued at $286,979,000 after purchasing an additional 24,055 shares during the last quarter. D.A. Davidson & CO. grew its stake in shares of iShares Semiconductor ETF by 15.3% during the third quarter. D.A. Davidson & CO. now owns 4,618 shares of the exchange traded fund’s stock worth $1,065,000 after purchasing an additional 613 shares in the last quarter. International Assets Investment Management LLC increased its holdings in iShares Semiconductor ETF by 410,509.7% in the third quarter. International Assets Investment Management LLC now owns 15,225,408 shares of the exchange traded fund’s stock valued at $3,510,827,000 after buying an additional 15,221,700 shares during the last quarter. Healthcare of Ontario Pension Plan Trust Fund raised its stake in iShares Semiconductor ETF by 47.3% in the third quarter. Healthcare of Ontario Pension Plan Trust Fund now owns 2,960,000 shares of the exchange traded fund’s stock valued at $682,546,000 after buying an additional 950,000 shares in the last quarter. Finally, AQR Capital Management LLC acquired a new stake in iShares Semiconductor ETF in the second quarter valued at $291,000.

iShares Semiconductor ETF Stock Performance

NASDAQ:SOXX opened at $216.87 on Monday. iShares Semiconductor ETF has a 1 year low of $192.87 and a 1 year high of $267.24. The stock has a market cap of $13.42 billion, a P/E ratio of 10.60 and a beta of 1.34. The stock has a 50-day simple moving average of $221.03 and a 200-day simple moving average of $222.48.

iShares Semiconductor ETF Cuts Dividend

The firm also recently declared a dividend, which was paid on Friday, December 20th. Investors of record on Tuesday, December 17th were issued a $0.3578 dividend. The ex-dividend date of this dividend was Tuesday, December 17th.

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).