One Charles Private Wealth Services LLC Purchases 240 Shares of iShares U.S. Financials ETF (NYSEARCA:IYF)

One Charles Private Wealth Services LLC lifted its position in iShares U.S. Financials ETF (NYSEARCA:IYF) by 2.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 9,792 shares of the company’s stock after purchasing an additional 240 shares during the quarter. One Charles Private Wealth Services LLC’s holdings in iShares U.S. Financials ETF were worth $1,083,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Private Trust Co. NA grew its position in iShares U.S. Financials ETF by 50.5% during the fourth quarter. Private Trust Co. NA now owns 301 shares of the company’s stock worth $33,000 after buying an additional 101 shares in the last quarter. Kestra Investment Management LLC bought a new stake in shares of iShares U.S. Financials ETF during the 4th quarter valued at about $34,000. Newbridge Financial Services Group Inc. purchased a new position in shares of iShares U.S. Financials ETF during the fourth quarter worth about $37,000. Stonebridge Financial Group LLC bought a new position in shares of iShares U.S. Financials ETF in the fourth quarter worth approximately $37,000. Finally, Lee Danner & Bass Inc. purchased a new stake in iShares U.S. Financials ETF in the fourth quarter valued at approximately $39,000.

iShares U.S. Financials ETF Price Performance

Shares of iShares U.S. Financials ETF stock opened at $112.58 on Friday. iShares U.S. Financials ETF has a 1 year low of $89.10 and a 1 year high of $119.90. The firm has a market cap of $3.65 billion, a PE ratio of 15.00 and a beta of 1.08. The company has a 50 day simple moving average of $115.13 and a two-hundred day simple moving average of $111.49.

About iShares U.S. Financials ETF

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.