iShares U.S. Financial Services ETF (NYSEARCA:IYG) Shares Acquired by Concorde Asset Management LLC

Concorde Asset Management LLC increased its position in iShares U.S. Financial Services ETF (NYSEARCA:IYG) by 6.2% during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 9,279 shares of the company’s stock after acquiring an additional 543 shares during the period. Concorde Asset Management LLC owned approximately 0.11% of iShares U.S. Financial Services ETF worth $1,133,000 as of its most recent SEC filing.

A number of other large investors also recently made changes to their positions in the business. Dfpg Investments LLC grew its holdings in iShares U.S. Financial Services ETF by 3.5% during the 2nd quarter. Dfpg Investments LLC now owns 3,264 shares of the company’s stock valued at $385,000 after buying an additional 109 shares during the last quarter. Signaturefd LLC grew its holdings in iShares U.S. Financial Services ETF by 55.9% during the 2nd quarter. Signaturefd LLC now owns 329 shares of the company’s stock valued at $39,000 after buying an additional 118 shares during the last quarter. Patten & Patten Inc. TN grew its holdings in iShares U.S. Financial Services ETF by 1.3% during the 3rd quarter. Patten & Patten Inc. TN now owns 9,528 shares of the company’s stock valued at $1,163,000 after buying an additional 125 shares during the last quarter. Rockefeller Capital Management L.P. grew its holdings in iShares U.S. Financial Services ETF by 76.5% during the 2nd quarter. Rockefeller Capital Management L.P. now owns 300 shares of the company’s stock valued at $36,000 after buying an additional 130 shares during the last quarter. Finally, Coastal Investment Advisors Inc. grew its holdings in iShares U.S. Financial Services ETF by 7.7% during the 2nd quarter. Coastal Investment Advisors Inc. now owns 2,128 shares of the company’s stock valued at $254,000 after buying an additional 152 shares during the last quarter.

Shares of iShares U.S. Financial Services ETF stock traded down $3.18 during trading hours on Monday, reaching $124.62. 5,105 shares of the company’s stock were exchanged, compared to its average volume of 190,883. iShares U.S. Financial Services ETF has a 52-week low of $86.42 and a 52-week high of $156.97. The company has a fifty day moving average of $125.03 and a 200-day moving average of $120.78.

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.

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Institutional Ownership by Quarter for iShares U.S. Financial Services ETF (NYSEARCA:IYG)

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