Unique Wealth LLC raised its position in shares of iShares U.S. Financial Services ETF (NYSEARCA:IYG – Free Report) by 29.6% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 77,515 shares of the company’s stock after purchasing an additional 17,698 shares during the quarter. iShares U.S. Financial Services ETF accounts for about 0.9% of Unique Wealth LLC’s investment portfolio, making the stock its 29th largest position. Unique Wealth LLC’s holdings in iShares U.S. Financial Services ETF were worth $6,421,000 at the end of the most recent reporting period.
Other large investors have also added to or reduced their stakes in the company. Triumph Capital Management bought a new position in shares of iShares U.S. Financial Services ETF in the third quarter worth approximately $26,000. Annis Gardner Whiting Capital Advisors LLC bought a new stake in shares of iShares U.S. Financial Services ETF during the 4th quarter valued at $28,000. Farther Finance Advisors LLC purchased a new position in shares of iShares U.S. Financial Services ETF during the 4th quarter valued at $29,000. Capital Advisors Ltd. LLC lifted its stake in shares of iShares U.S. Financial Services ETF by 49.8% during the 1st quarter. Capital Advisors Ltd. LLC now owns 379 shares of the company’s stock valued at $31,000 after buying an additional 126 shares in the last quarter. Finally, Merrithew & Thorsten Inc bought a new position in iShares U.S. Financial Services ETF in the 4th quarter worth $39,000.
iShares U.S. Financial Services ETF Stock Performance
Shares of iShares U.S. Financial Services ETF stock opened at $90.51 on Friday. iShares U.S. Financial Services ETF has a fifty-two week low of $79.86 and a fifty-two week high of $95.75. The company has a market capitalization of $2.07 billion, a P/E ratio of 18.95 and a beta of 0.97. The company has a fifty day moving average of $88.09 and a 200 day moving average of $88.32.
iShares U.S. Financial Services ETF Company Profile
iShares U.S. Financial Services ETF (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 Dow Jones U.S. Financial Services Index (the Underlying Index). The Underlying Index measures the performance of the financial services sector of the United States equity market. It is a subset of the Dow Jones U.S. Financials Index. The Underlying Index includes components of subsectors in the Dow Jones U.S.
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