Bay Harbor Wealth Management LLC Invests $269,000 in iShares PHLX Semiconductor ETF (NASDAQ:SOXX)

Bay Harbor Wealth Management LLC bought a new position in iShares PHLX Semiconductor ETF (NASDAQ:SOXX) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm bought 710 shares of the exchange traded fund’s stock, valued at approximately $269,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. FMR LLC boosted its position in iShares PHLX Semiconductor ETF by 15.7% during the 1st quarter. FMR LLC now owns 1,331 shares of the exchange traded fund’s stock valued at $252,000 after purchasing an additional 181 shares during the period. CWM LLC boosted its position in iShares PHLX Semiconductor ETF by 46.2% during the 3rd quarter. CWM LLC now owns 484 shares of the exchange traded fund’s stock valued at $147,000 after purchasing an additional 153 shares during the period. NEXT Financial Group Inc acquired a new position in iShares PHLX Semiconductor ETF during the 3rd quarter valued at approximately $293,000. Rikoon Group LLC acquired a new position in iShares PHLX Semiconductor ETF during the 3rd quarter valued at approximately $210,000. Finally, Lighthouse Financial Advisors Inc. boosted its position in iShares PHLX Semiconductor ETF by 29.1% during the 3rd quarter. Lighthouse Financial Advisors Inc. now owns 1,930 shares of the exchange traded fund’s stock valued at $587,000 after purchasing an additional 435 shares during the period.

NASDAQ:SOXX traded down $8.47 during midday trading on Tuesday, reaching $413.36. 293 shares of the company traded hands, compared to its average volume of 773,576. iShares PHLX Semiconductor ETF has a twelve month low of $167.79 and a twelve month high of $443.97. The company has a fifty day moving average price of $411.97 and a 200 day moving average price of $367.69.

iShares PHLX 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).

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

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