Comprehensive Financial Planning Inc. PA Makes New $50,000 Investment in iShares U.S. Financial Services ETF (NYSEARCA:IYG)

Comprehensive Financial Planning Inc. PA acquired a new stake in iShares U.S. Financial Services ETF (NYSEARCA:IYG) in the 4th quarter, according to the company in its most recent filing with the SEC. The fund acquired 641 shares of the company’s stock, valued at approximately $50,000.

Other institutional investors also recently modified their holdings of the company. Cetera Investment Advisers boosted its position in shares of iShares U.S. Financial Services ETF by 1.8% during the 2nd quarter. Cetera Investment Advisers now owns 32,701 shares of the company’s stock worth $2,132,000 after purchasing an additional 569 shares in the last quarter. Carnegie Investment Counsel increased its position in shares of iShares U.S. Financial Services ETF by 5.2% during the 3rd quarter. Carnegie Investment Counsel now owns 5,188 shares of the company’s stock valued at $368,000 after purchasing an additional 255 shares during the last quarter. Thurston Springer Miller Herd & Titak Inc. bought a new stake in iShares U.S. Financial Services ETF in the third quarter worth about $38,000. Verum Partners LLC purchased a new position in iShares U.S. Financial Services ETF in the third quarter valued at approximately $213,000. Finally, Howard Capital Management Group LLC grew its stake in shares of iShares U.S. Financial Services ETF by 2.1% during the 3rd quarter. Howard Capital Management Group LLC now owns 114,452 shares of the company’s stock worth $8,128,000 after acquiring an additional 2,392 shares during the period.

iShares U.S. Financial Services ETF Price Performance

Shares of IYG stock opened at $83.35 on Tuesday. iShares U.S. Financial Services ETF has a 1 year low of $60.38 and a 1 year high of $84.91. The company’s fifty day simple moving average is $80.26 and its two-hundred day simple moving average is $75.27. The stock has a market capitalization of $1.68 billion, a price-to-earnings ratio of 5.95 and a beta of 0.91.

iShares U.S. Financial Services ETF 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.