HCR Wealth Advisors Has $429,000 Stock Holdings in iShares U.S. Financials ETF (NYSEARCA:IYF)

by · The Cerbat Gem

HCR Wealth Advisors boosted its holdings in shares of iShares U.S. Financials ETF (NYSEARCA:IYFFree Report) by 5.0% during the 3rd quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 4,124 shares of the company’s stock after acquiring an additional 195 shares during the quarter. HCR Wealth Advisors’ holdings in iShares U.S. Financials ETF were worth $429,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also modified their holdings of the company. Creekmur Asset Management LLC bought a new position in shares of iShares U.S. Financials ETF in the fourth quarter valued at approximately $381,000. Newbridge Financial Services Group Inc. grew its position in shares of iShares U.S. Financials ETF by 11.3% in the fourth quarter. Newbridge Financial Services Group Inc. now owns 1,986 shares of the company’s stock valued at $170,000 after purchasing an additional 202 shares during the last quarter. CWM LLC increased its stake in shares of iShares U.S. Financials ETF by 5.0% in the first quarter. CWM LLC now owns 4,030 shares of the company’s stock worth $385,000 after purchasing an additional 192 shares during the period. Atlas Brown Inc. lifted its position in shares of iShares U.S. Financials ETF by 13.5% during the 1st quarter. Atlas Brown Inc. now owns 3,071 shares of the company’s stock worth $294,000 after purchasing an additional 365 shares during the last quarter. Finally, EWG Elevate Inc. bought a new stake in iShares U.S. Financials ETF during the 1st quarter valued at approximately $3,843,000.

iShares U.S. Financials ETF Stock Up 2.3 %

NYSEARCA IYF traded up $2.36 during trading on Friday, hitting $106.92. The company’s stock had a trading volume of 144,735 shares, compared to its average volume of 193,037. iShares U.S. Financials ETF has a 52 week low of $70.45 and a 52 week high of $107.22. The firm has a market cap of $2.97 billion, a P/E ratio of 16.14 and a beta of 0.84. The firm has a 50 day moving average price of $101.93 and a 200 day moving average price of $97.40.

iShares U.S. Financials ETF Profile

(Free Report)

iShares U.S. Financials ETF, formerly iShares Dow Jones U.S. Financial Sector Index Fund, seeks investment results that correspond generally to the price and yield performance of the Dow Jones U.S. Financials Index (the Index). The Index measures the performance of the financial sector of the United States equity market, and includes companies in industry groups, such as banks, non-life insurance, life insurance, real estate and general finance.

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