Creative Planning Cuts Holdings in iShares U.S. Energy ETF (IYE)

Share on StockTwits

Creative Planning lowered its position in iShares U.S. Energy ETF (NYSEARCA:IYE) by 11.3% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 23,455 shares of the company’s stock after selling 2,988 shares during the period. Creative Planning’s holdings in iShares U.S. Energy ETF were worth $731,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also recently modified their holdings of IYE. Bank of New York Mellon Corp purchased a new stake in iShares U.S. Energy ETF in the second quarter worth approximately $15,926,000. TRUE Private Wealth Advisors purchased a new stake in iShares U.S. Energy ETF in the third quarter worth approximately $11,582,000. Ferguson Wellman Capital Management Inc. purchased a new stake in iShares U.S. Energy ETF in the fourth quarter worth approximately $4,649,000. Ackerman Capital Advisors LLC purchased a new stake in iShares U.S. Energy ETF in the fourth quarter worth approximately $3,208,000. Finally, Bank of Montreal Can boosted its stake in iShares U.S. Energy ETF by 228.9% in the fourth quarter. Bank of Montreal Can now owns 104,669 shares of the company’s stock worth $3,261,000 after buying an additional 72,841 shares in the last quarter.

NYSEARCA:IYE opened at $35.29 on Thursday. iShares U.S. Energy ETF has a fifty-two week low of $28.99 and a fifty-two week high of $43.75.

WARNING: This piece of content was originally published by Week Herald and is the property of of Week Herald. If you are viewing this piece of content on another publication, it was illegally stolen and republished in violation of US & international trademark & copyright legislation. The original version of this piece of content can be viewed at https://weekherald.com/2019/02/14/creative-planning-cuts-holdings-in-ishares-u-s-energy-etf-iye.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 Story: How can investors find ex-dividend dates?

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.

Leave a Reply