iShares U.S. Energy ETF (NYSEARCA:IYE) Shares Bought by ShoreHaven Wealth Partners LLC

ShoreHaven Wealth Partners LLC raised its holdings in iShares U.S. Energy ETF (NYSEARCA:IYE) by 11.2% during the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 16,454 shares of the company’s stock after purchasing an additional 1,661 shares during the period. ShoreHaven Wealth Partners LLC owned 0.06% of iShares U.S. Energy ETF worth $750,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the business. Financial Management Professionals Inc. raised its position in shares of iShares U.S. Energy ETF by 345.4% during the 3rd quarter. Financial Management Professionals Inc. now owns 824 shares of the company’s stock worth $38,000 after purchasing an additional 639 shares during the last quarter. Ritter Daniher Financial Advisory LLC DE acquired a new position in shares of iShares U.S. Energy ETF in the third quarter worth $49,000. Brown Brothers Harriman & Co. acquired a new position in shares of iShares U.S. Energy ETF in the third quarter worth $60,000. Golden State Wealth Management LLC purchased a new stake in shares of iShares U.S. Energy ETF in the fourth quarter valued at $119,000. Finally, Icon Wealth Advisors LLC boosted its stake in shares of iShares U.S. Energy ETF by 15.5% during the third quarter. Icon Wealth Advisors LLC now owns 3,069 shares of the company’s stock valued at $142,000 after acquiring an additional 412 shares during the last quarter.

iShares U.S. Energy ETF Trading Up 0.8 %

iShares U.S. Energy ETF stock opened at $47.44 on Friday. The stock has a 50-day moving average price of $47.11 and a 200 day moving average price of $47.50. iShares U.S. Energy ETF has a 52 week low of $43.36 and a 52 week high of $51.70. The stock has a market cap of $1.30 billion, a PE ratio of 8.60 and a beta of 0.54.

iShares U.S. Energy ETF Company Profile

iShares U.S. Energy ETF (the Fund), formerly iShares Dow Jones U.S. Energy Sector Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Dow Jones U.S. Oil & Gas Index (the Index). The Index measures the performance of the oil and gas sector of the United States equity market, and includes companies in industry groups, such as oil and gas producers, and oil equipment, services and distribution.