Brio Consultants LLC Takes $3 Million Position in iShares Semiconductor ETF (NASDAQ:SOXX)

Brio Consultants LLC acquired a new position in iShares Semiconductor ETF (NASDAQ:SOXX) during the first quarter, according to its most recent filing with the SEC. The firm acquired 15,941 shares of the exchange traded fund’s stock, valued at approximately $3,000,000. iShares Semiconductor ETF comprises approximately 1.1% of Brio Consultants LLC’s holdings, making the stock its 19th biggest holding.

Other large investors have also recently made changes to their positions in the company. Opal Wealth Advisors LLC bought a new stake in shares of iShares Semiconductor ETF in the 1st quarter worth approximately $30,000. Tradewinds Capital Management LLC grew its position in shares of iShares Semiconductor ETF by 2,600.0% in the 1st quarter. Tradewinds Capital Management LLC now owns 162 shares of the exchange traded fund’s stock worth $30,000 after buying an additional 156 shares during the last quarter. Transce3nd LLC bought a new stake in shares of iShares Semiconductor ETF in the 4th quarter worth approximately $38,000. NBC Securities Inc. bought a new stake in shares of iShares Semiconductor ETF in the 1st quarter worth approximately $47,000. Finally, Russell Investments Group Ltd. grew its position in shares of iShares Semiconductor ETF by 548.8% in the 4th quarter. Russell Investments Group Ltd. now owns 266 shares of the exchange traded fund’s stock worth $57,000 after buying an additional 225 shares during the last quarter.

iShares Semiconductor ETF Stock Performance

Shares of SOXX stock opened at $245.75 on Tuesday. The firm has a market cap of $13.87 billion, a P/E ratio of 31.84 and a beta of 1.34. iShares Semiconductor ETF has a fifty-two week low of $148.31 and a fifty-two week high of $250.19. The business’s 50 day moving average price is $229.56 and its 200-day moving average price is $210.97.

iShares Semiconductor ETF Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, June 20th. Investors of record on Monday, June 16th were given a dividend of $0.4833 per share. The ex-dividend date of this dividend was Monday, June 16th. This is a positive change from iShares Semiconductor ETF’s previous quarterly dividend of $0.31. This represents a $1.93 annualized dividend and a dividend yield of 0.79%.

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).