Pointe Capital Management LLC purchased a new position in shares of iShares U.S. Financial Services ETF (NYSEARCA:IYG – Free Report) in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm purchased 2,676 shares of the company’s stock, valued at approximately $208,000.
Other institutional investors and hedge funds have also recently modified their holdings of the company. Roxbury Financial LLC acquired a new stake in shares of iShares U.S. Financial Services ETF during the fourth quarter worth about $25,000. Financial Avengers Inc. acquired a new stake in iShares U.S. Financial Services ETF in the 3rd quarter valued at about $28,000. Comprehensive Financial Planning Inc. PA purchased a new position in shares of iShares U.S. Financial Services ETF in the 4th quarter valued at about $50,000. EP Wealth Advisors LLC grew its position in shares of iShares U.S. Financial Services ETF by 28.2% during the third quarter. EP Wealth Advisors LLC now owns 2,247 shares of the company’s stock worth $160,000 after buying an additional 494 shares in the last quarter. Finally, OneDigital Investment Advisors LLC purchased a new stake in shares of iShares U.S. Financial Services ETF during the third quarter worth approximately $205,000.
iShares U.S. Financial Services ETF Stock Down 0.5 %
Shares of iShares U.S. Financial Services ETF stock opened at $81.55 on Wednesday. The company has a market capitalization of $1.65 billion, a P/E ratio of 17.45 and a beta of 0.91. The company has a 50 day moving average of $80.96 and a 200 day moving average of $76.63. iShares U.S. Financial Services ETF has a 52-week low of $62.13 and a 52-week high of $84.91.
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.
Further Reading
- Five stocks we like better than iShares U.S. Financial Services ETF
- Election Stocks: How Elections Affect the Stock Market
- Twilio, Braze: The Top 2 CEP Platforms to Own in 2025
- Growth Stocks: What They Are, What They Are Not
- Tempus AI Is a Buy, If You Can Handle the Volatility
- How to Invest in Blue Chip Stocks
- Massive Buybacks: 3 Stocks Returning Big Cash to Shareholders
Want to see what other hedge funds are holding IYG? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares U.S. Financial Services ETF (NYSEARCA:IYG – Free Report).
Receive News & Ratings for iShares U.S. Financial Services ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares U.S. Financial Services ETF and related companies with MarketBeat.com's FREE daily email newsletter.