Atria Wealth Solutions Inc. Has $248,000 Holdings in iShares U.S. Financial Services ETF (NYSEARCA:IYG)

Atria Wealth Solutions Inc. grew its holdings in iShares U.S. Financial Services ETF (NYSEARCA:IYG) by 12.0% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 3,183 shares of the company’s stock after purchasing an additional 342 shares during the quarter. Atria Wealth Solutions Inc.’s holdings in iShares U.S. Financial Services ETF were worth $248,000 at the end of the most recent reporting period.

Other hedge funds also recently modified their holdings of the company. Roxbury Financial LLC bought a new position in iShares U.S. Financial Services ETF during the 4th quarter worth approximately $25,000. Financial Avengers Inc. bought a new position in iShares U.S. Financial Services ETF during the 3rd quarter worth approximately $28,000. Comprehensive Financial Planning Inc. PA bought a new position in iShares U.S. Financial Services ETF during the 4th quarter worth approximately $50,000. EP Wealth Advisors LLC boosted its stake in iShares U.S. Financial Services ETF by 28.2% during the 3rd 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 position in iShares U.S. Financial Services ETF during the 3rd quarter worth approximately $205,000.

iShares U.S. Financial Services ETF Price Performance

iShares U.S. Financial Services ETF stock opened at $83.56 on Friday. iShares U.S. Financial Services ETF has a fifty-two week low of $62.13 and a fifty-two week high of $84.91. The company’s 50 day simple moving average is $81.28 and its 200 day simple moving average is $76.89. The firm has a market capitalization of $1.69 billion, a price-to-earnings ratio of 17.45 and a beta of 0.91.

About iShares U.S. Financial Services ETF

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.