Heartwood Wealth Advisors LLC Buys 2,498 Shares of iShares U.S. Energy ETF (NYSEARCA:IYE)

Heartwood Wealth Advisors LLC raised its stake in shares of iShares U.S. Energy ETF (NYSEARCA:IYEFree Report) by 11.4% in the first quarter, Holdings Channel reports. The institutional investor owned 24,437 shares of the company’s stock after buying an additional 2,498 shares during the quarter. Heartwood Wealth Advisors LLC’s holdings in iShares U.S. Energy ETF were worth $1,207,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. International Assets Investment Management LLC lifted its holdings in shares of iShares U.S. Energy ETF by 3,280.9% during the 4th quarter. International Assets Investment Management LLC now owns 271,956 shares of the company’s stock worth $11,999,000 after acquiring an additional 263,912 shares during the last quarter. Crestwood Advisors Group LLC bought a new stake in iShares U.S. Energy ETF during the fourth quarter worth about $11,148,000. Modera Wealth Management LLC purchased a new position in shares of iShares U.S. Energy ETF in the 3rd quarter worth about $9,916,000. Robertson Stephens Wealth Management LLC bought a new position in shares of iShares U.S. Energy ETF during the 3rd quarter valued at about $5,038,000. Finally, Waterloo Capital L.P. purchased a new position in shares of iShares U.S. Energy ETF during the 4th quarter valued at about $3,113,000.

iShares U.S. Energy ETF Stock Performance

IYE traded up $0.22 during midday trading on Tuesday, hitting $46.49. The stock had a trading volume of 261,773 shares, compared to its average volume of 539,450. iShares U.S. Energy ETF has a 1 year low of $40.57 and a 1 year high of $51.70. The company has a market cap of $1.28 billion, a P/E ratio of 8.60 and a beta of 0.54. The business has a fifty day moving average of $48.81 and a 200 day moving average of $46.44.

iShares U.S. Energy ETF Company Profile

(Free Report)

iShares U.S. Energy ETF (the Fund), formerly iShares Dow Jones U.S. Energy Sector Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Dow Jones U.S. Oil & Gas Index (the Index). The Index measures the performance of the oil and gas sector of the United States equity market, and includes companies in industry groups, such as oil and gas producers, and oil equipment, services and distribution.

Further Reading

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Institutional Ownership by Quarter for iShares U.S. Energy ETF (NYSEARCA:IYE)

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