AMG National Trust Bank lifted its position in shares of iShares U.S. Financial Services ETF (NYSEARCA:IYG – Free Report) by 95.3% in the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 17,968 shares of the company’s stock after buying an additional 8,767 shares during the quarter. AMG National Trust Bank owned approximately 0.08% of iShares U.S. Financial Services ETF worth $1,488,000 at the end of the most recent quarter.
A number of other institutional investors have also modified their holdings of the company. Centerline Wealth Advisors LLC acquired a new position in shares of iShares U.S. Financial Services ETF during the 4th quarter valued at about $4,686,000. Cyndeo Wealth Partners LLC acquired a new stake in shares of iShares U.S. Financial Services ETF in the fourth quarter worth approximately $1,177,000. Unique Wealth LLC acquired a new stake in shares of iShares U.S. Financial Services ETF in the fourth quarter worth approximately $5,518,000. Dynasty Wealth Management LLC purchased a new stake in iShares U.S. Financial Services ETF in the fourth quarter valued at approximately $49,084,000. Finally, Brendel Financial Advisors LLC purchased a new stake in iShares U.S. Financial Services ETF in the fourth quarter valued at approximately $950,000.
iShares U.S. Financial Services ETF Stock Performance
Shares of IYG stock opened at $95.59 on Thursday. The firm has a market capitalization of $2.09 billion, a price-to-earnings ratio of 18.95 and a beta of 0.96. iShares U.S. Financial Services ETF has a one year low of $79.86 and a one year high of $95.94. The company has a 50 day moving average price of $89.58 and a 200 day moving average price of $88.41.
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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