iShares U.S. Broker-Dealers & Securities Exchanges ETF (NYSEARCA:IAI) Shares Sold by CX Institutional

CX Institutional decreased its position in shares of iShares U.S. Broker-Dealers & Securities Exchanges ETF (NYSEARCA:IAIFree Report) by 28.6% in the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 1,383 shares of the company’s stock after selling 555 shares during the quarter. CX Institutional’s holdings in iShares U.S. Broker-Dealers & Securities Exchanges ETF were worth $194,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors also recently modified their holdings of the company. JPMorgan Chase & Co. boosted its holdings in shares of iShares U.S. Broker-Dealers & Securities Exchanges ETF by 0.4% during the fourth quarter. JPMorgan Chase & Co. now owns 19,891 shares of the company’s stock valued at $2,866,000 after acquiring an additional 80 shares during the period. Thurston Springer Miller Herd & Titak Inc. boosted its holdings in shares of iShares U.S. Broker-Dealers & Securities Exchanges ETF by 488.0% during the first quarter. Thurston Springer Miller Herd & Titak Inc. now owns 294 shares of the company’s stock valued at $41,000 after acquiring an additional 244 shares during the period. SouthState Corp acquired a new position in shares of iShares U.S. Broker-Dealers & Securities Exchanges ETF during the fourth quarter valued at $38,000. Jones Financial Companies Lllp lifted its holdings in iShares U.S. Broker-Dealers & Securities Exchanges ETF by 28.1% in the fourth quarter. Jones Financial Companies Lllp now owns 5,061 shares of the company’s stock worth $729,000 after purchasing an additional 1,111 shares during the period. Finally, Global Financial Private Client LLC acquired a new stake in iShares U.S. Broker-Dealers & Securities Exchanges ETF in the first quarter worth about $508,000.

iShares U.S. Broker-Dealers & Securities Exchanges ETF Stock Down 1.4%

IAI stock opened at $154.06 on Monday. The company has a market capitalization of $1.32 billion, a P/E ratio of 22.98 and a beta of 1.15. The company has a 50-day simple moving average of $145.80 and a 200 day simple moving average of $146.95. iShares U.S. Broker-Dealers & Securities Exchanges ETF has a fifty-two week low of $114.17 and a fifty-two week high of $159.90.

iShares U.S. Broker-Dealers & Securities Exchanges ETF Company Profile

(Free Report)

iShares U.S. Broker-Dealers ETF (the Fund), formerly iShares Dow Jones U.S. Broker-Dealers 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. Select Investment Services Index (the Index). The Index measures the performance of the investment services sector of the United States equity market, and includes companies providing a range of specialized financial services, including securities brokers and dealers, online brokers and securities or commodities exchanges.

See Also

Institutional Ownership by Quarter for iShares U.S. Broker-Dealers & Securities Exchanges ETF (NYSEARCA:IAI)

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