Family Firm Inc. lifted its stake in shares of iShares U.S. Energy ETF (NYSEARCA:IYE) by 75.5% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 9,727 shares of the company’s stock after acquiring an additional 4,186 shares during the quarter. Family Firm Inc.’s holdings in iShares U.S. Energy ETF were worth $303,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Bank of New York Mellon Corp bought a new position in shares of iShares U.S. Energy ETF during the second quarter valued at approximately $15,926,000. Bank of Montreal Can boosted its stake in iShares U.S. Energy ETF by 682.6% in the third quarter. Bank of Montreal Can now owns 31,828 shares of the company’s stock valued at $1,335,000 after acquiring an additional 27,761 shares in the last quarter. TRUE Private Wealth Advisors acquired a new stake in iShares U.S. Energy ETF in the third quarter valued at approximately $11,582,000. Cornerstone Wealth Management LLC boosted its stake in iShares U.S. Energy ETF by 49.3% in the third quarter. Cornerstone Wealth Management LLC now owns 181,427 shares of the company’s stock valued at $4,868,000 after acquiring an additional 59,870 shares in the last quarter. Finally, Private Advisor Group LLC boosted its stake in iShares U.S. Energy ETF by 210.5% in the third quarter. Private Advisor Group LLC now owns 29,159 shares of the company’s stock valued at $1,224,000 after acquiring an additional 19,767 shares in the last quarter.

Shares of IYE opened at $34.20 on Monday. iShares U.S. Energy ETF has a twelve month low of $28.99 and a twelve month high of $43.75.

WARNING: This story was originally published by Watch List News and is owned by of Watch List News. If you are accessing this story on another website, it was stolen and republished in violation of United States and international copyright and trademark laws. The correct version of this story can be viewed at https://www.watchlistnews.com/family-firm-inc-raises-stake-in-ishares-u-s-energy-etf-iye/2812147.html.

iShares U.S. Energy ETF Profile

iShares U.S. Energy ETF (the Fund), formerly iShares Dow Jones U.S. Energy Sector Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Dow Jones U.S. Oil & Gas Index (the Index). The Index measures the performance of the oil and gas sector of the United States equity market, and includes companies in industry groups, such as oil and gas producers, and oil equipment, services and distribution.

Featured Article: No Load Funds

Want to see what other hedge funds are holding IYE? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares U.S. Energy ETF (NYSEARCA:IYE).

Institutional Ownership by Quarter for iShares U.S. Energy ETF (NYSEARCA:IYE)

Receive News & Ratings for iShares U.S. Energy ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares U.S. Energy ETF and related companies with MarketBeat.com's FREE daily email newsletter.