Charter Oak Capital Management LLC Has $471,000 Stake in iShares U.S. Financials ETF (NYSEARCA:IYF)

Charter Oak Capital Management LLC lowered its position in shares of iShares U.S. Financials ETF (NYSEARCA:IYF) by 5.1% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 4,262 shares of the company’s stock after selling 229 shares during the quarter. Charter Oak Capital Management LLC’s holdings in iShares U.S. Financials ETF were worth $471,000 as of its most recent SEC filing.

Other large investors have also recently bought and sold shares of the company. Bogart Wealth LLC raised its holdings in shares of iShares U.S. Financials ETF by 34.2% during the third quarter. Bogart Wealth LLC now owns 416 shares of the company’s stock valued at $43,000 after purchasing an additional 106 shares during the period. Larson Financial Group LLC increased its position in iShares U.S. Financials ETF by 5.5% in the 3rd quarter. Larson Financial Group LLC now owns 2,768 shares of the company’s stock valued at $288,000 after buying an additional 145 shares in the last quarter. Whitener Capital Management Inc. raised its stake in iShares U.S. Financials ETF by 4.3% during the 4th quarter. Whitener Capital Management Inc. now owns 3,959 shares of the company’s stock worth $438,000 after buying an additional 164 shares during the period. Concourse Financial Group Securities Inc. boosted its holdings in iShares U.S. Financials ETF by 26.5% in the third quarter. Concourse Financial Group Securities Inc. now owns 879 shares of the company’s stock worth $91,000 after acquiring an additional 184 shares in the last quarter. Finally, HCR Wealth Advisors boosted its holdings in iShares U.S. Financials ETF by 5.0% in the third quarter. HCR Wealth Advisors now owns 4,124 shares of the company’s stock worth $429,000 after acquiring an additional 195 shares in the last quarter.

iShares U.S. Financials ETF Stock Up 0.8 %

NYSEARCA IYF opened at $117.98 on Tuesday. iShares U.S. Financials ETF has a 52 week low of $85.37 and a 52 week high of $119.90. The business has a 50 day moving average price of $114.01 and a 200-day moving average price of $107.37. The company has a market cap of $3.27 billion, a price-to-earnings ratio of 16.14 and a beta of 0.84.

iShares U.S. Financials ETF Company Profile

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.