Union Bancaire Privee UBP SA Invests $233,000 in iShares U.S. Financial Services ETF (NYSEARCA:IYG)

Posted by James Quigley on Feb 25th, 2025

Union Bancaire Privee UBP SA purchased a new stake in shares of iShares U.S. Financial Services ETF (NYSEARCA:IYG – Free Report) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm purchased 3,000 shares of the company’s stock, valued at approximately $233,000.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of IYG. Roxbury Financial LLC acquired a new stake in shares of iShares U.S. Financial Services ETF in the fourth quarter valued at approximately $25,000. Financial Avengers Inc. bought a new position in iShares U.S. Financial Services ETF in the 3rd quarter valued at $28,000. Comprehensive Financial Planning Inc. PA acquired a new stake in shares of iShares U.S. Financial Services ETF in the 4th quarter valued at $50,000. EP Wealth Advisors LLC raised its position in shares of iShares U.S. Financial Services ETF by 28.2% during the third quarter. EP Wealth Advisors LLC now owns 2,247 shares of the company’s stock worth $160,000 after acquiring an additional 494 shares during the last quarter. Finally, OneDigital Investment Advisors LLC bought a new stake in shares of iShares U.S. Financial Services ETF during the third quarter worth $205,000.

iShares U.S. Financial Services ETF Trading Up 0.1 %

iShares U.S. Financial Services ETF stock opened at $81.96 on Tuesday. The company has a market cap of $1.66 billion, a PE ratio of 17.45 and a beta of 0.91. iShares U.S. Financial Services ETF has a 1 year low of $62.13 and a 1 year high of $84.91. The company’s 50-day moving average is $80.87 and its two-hundred day moving average is $76.42.

About iShares U.S. Financial Services ETF

(Free Report)

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.