iShares U.S. Utilities ETF (NYSEARCA:IDU) Stock Position Raised by WESPAC Advisors LLC

WESPAC Advisors LLC lifted its stake in shares of iShares U.S. Utilities ETF (NYSEARCA:IDU) by 20.4% in the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 3,562 shares of the company’s stock after acquiring an additional 604 shares during the quarter. WESPAC Advisors LLC’s holdings in iShares U.S. Utilities ETF were worth $343,000 at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the stock. Saxony Capital Management LLC boosted its stake in shares of iShares U.S. Utilities ETF by 7.4% during the 4th quarter. Saxony Capital Management LLC now owns 3,088 shares of the company’s stock worth $297,000 after acquiring an additional 212 shares in the last quarter. EP Wealth Advisors LLC boosted its stake in shares of iShares U.S. Utilities ETF by 7.2% during the 3rd quarter. EP Wealth Advisors LLC now owns 4,784 shares of the company’s stock worth $488,000 after acquiring an additional 323 shares in the last quarter. Advisors Management Group Inc. ADV boosted its stake in shares of iShares U.S. Utilities ETF by 2.3% during the 3rd quarter. Advisors Management Group Inc. ADV now owns 19,022 shares of the company’s stock worth $1,941,000 after acquiring an additional 420 shares in the last quarter. Axxcess Wealth Management LLC boosted its stake in shares of iShares U.S. Utilities ETF by 15.4% during the 3rd quarter. Axxcess Wealth Management LLC now owns 3,182 shares of the company’s stock worth $325,000 after acquiring an additional 424 shares in the last quarter. Finally, Clear Creek Financial Management LLC boosted its stake in shares of iShares U.S. Utilities ETF by 4.1% during the 3rd quarter. Clear Creek Financial Management LLC now owns 11,994 shares of the company’s stock worth $1,224,000 after acquiring an additional 471 shares in the last quarter.

iShares U.S. Utilities ETF Stock Up 0.0 %

IDU opened at $102.60 on Friday. The stock has a fifty day moving average of $98.72 and a 200-day moving average of $99.51. The firm has a market capitalization of $1.10 billion, a P/E ratio of 25.14 and a beta of 0.48. iShares U.S. Utilities ETF has a 12-month low of $78.07 and a 12-month high of $106.16.

iShares U.S. Utilities ETF Company 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.