Journey Strategic Wealth LLC decreased its position in iShares U.S. Energy ETF (NYSEARCA:IYE – Free Report) by 7.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 13,549 shares of the company’s stock after selling 1,120 shares during the quarter. Journey Strategic Wealth LLC’s holdings in iShares U.S. Energy ETF were worth $617,000 at the end of the most recent reporting period.
Several other large investors have also bought and sold shares of the company. Financial Management Professionals Inc. boosted 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 valued at $38,000 after purchasing an additional 639 shares in the last quarter. Ritter Daniher Financial Advisory LLC DE acquired a new stake in iShares U.S. Energy ETF during the third quarter valued at approximately $49,000. Brown Brothers Harriman & Co. bought a new stake in iShares U.S. Energy ETF during the third quarter worth approximately $60,000. Icon Wealth Advisors LLC grew its position in iShares U.S. Energy ETF by 15.5% in the third quarter. Icon Wealth Advisors LLC now owns 3,069 shares of the company’s stock worth $142,000 after buying an additional 412 shares during the last quarter. Finally, EP Wealth Advisors LLC increased its holdings in shares of iShares U.S. Energy ETF by 29.3% in the third quarter. EP Wealth Advisors LLC now owns 3,365 shares of the company’s stock valued at $156,000 after buying an additional 763 shares in the last quarter.
iShares U.S. Energy ETF Stock Performance
Shares of NYSEARCA:IYE opened at $46.46 on Monday. The company has a market capitalization of $1.28 billion, a PE ratio of 8.60 and a beta of 0.54. The stock has a fifty day moving average of $47.53 and a 200-day moving average of $47.55. iShares U.S. Energy ETF has a one year low of $42.99 and a one year high of $51.70.
About iShares U.S. Energy ETF
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.
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