EP Wealth Advisors LLC Grows Position in iShares U.S. Utilities ETF (NYSEARCA:IDU)

EP Wealth Advisors LLC boosted its stake in shares of iShares U.S. Utilities ETF (NYSEARCA:IDU) by 13.9% during the 4th quarter, Holdings Channel reports. The firm owned 5,451 shares of the company’s stock after acquiring an additional 667 shares during the quarter. EP Wealth Advisors LLC’s holdings in iShares U.S. Utilities ETF were worth $524,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors also recently bought and sold shares of the company. Bensler LLC boosted its holdings in shares of iShares U.S. Utilities ETF by 7.6% in the 4th quarter. Bensler LLC now owns 243,010 shares of the company’s stock valued at $23,380,000 after acquiring an additional 17,151 shares during the last quarter. Raymond James Financial Inc. purchased a new stake in shares of iShares U.S. Utilities ETF in the 4th quarter valued at $18,143,000. Commonwealth Equity Services LLC boosted its holdings in shares of iShares U.S. Utilities ETF by 0.8% in the 4th quarter. Commonwealth Equity Services LLC now owns 125,357 shares of the company’s stock valued at $12,061,000 after acquiring an additional 1,047 shares during the last quarter. Envestnet Asset Management Inc. boosted its holdings in shares of iShares U.S. Utilities ETF by 7.2% in the 4th quarter. Envestnet Asset Management Inc. now owns 105,272 shares of the company’s stock valued at $10,128,000 after acquiring an additional 7,067 shares during the last quarter. Finally, Townsquare Capital LLC boosted its holdings in shares of iShares U.S. Utilities ETF by 6.4% in the 4th quarter. Townsquare Capital LLC now owns 93,179 shares of the company’s stock valued at $8,965,000 after acquiring an additional 5,569 shares during the last quarter.

iShares U.S. Utilities ETF Price Performance

IDU stock opened at $103.21 on Monday. The firm’s fifty day simple moving average is $100.02 and its 200-day simple moving average is $100.00. The company has a market capitalization of $1.46 billion, a P/E ratio of 21.40 and a beta of 0.57. iShares U.S. Utilities ETF has a 12 month low of $87.03 and a 12 month high of $106.16.

iShares U.S. Utilities ETF Profile

iShares U.S. Utilities ETF (the Fund) is an exchange-traded fund. The Fund seeks investment results that correspond to the price and yield performance, before fees and expenses, of the Dow Jones U.S. Utilities Index (the Underlying Index). The Underlying Index measures the performance of the utilities sector of the United States equity market.