Fiduciary Planning LLC Grows Position in iShares U.S. Insurance ETF (NYSEARCA:IAK)

Fiduciary Planning LLC grew its holdings in shares of iShares U.S. Insurance ETF (NYSEARCA:IAKFree Report) by 3.2% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 48,742 shares of the company’s stock after buying an additional 1,490 shares during the quarter. iShares U.S. Insurance ETF accounts for 2.1% of Fiduciary Planning LLC’s portfolio, making the stock its 13th largest position. Fiduciary Planning LLC owned about 0.88% of iShares U.S. Insurance ETF worth $6,290,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Larson Financial Group LLC increased its stake in iShares U.S. Insurance ETF by 5.5% during the 2nd quarter. Larson Financial Group LLC now owns 1,661 shares of the company’s stock valued at $188,000 after buying an additional 86 shares during the period. Muirfield Wealth Advisors LLC lifted its stake in iShares U.S. Insurance ETF by 2.5% in the second quarter. Muirfield Wealth Advisors LLC now owns 8,341 shares of the company’s stock valued at $942,000 after acquiring an additional 207 shares during the last quarter. International Assets Investment Management LLC acquired a new stake in iShares U.S. Insurance ETF in the second quarter valued at approximately $27,000. Brookstone Capital Management raised its position in shares of iShares U.S. Insurance ETF by 12.0% in the first quarter. Brookstone Capital Management now owns 2,876 shares of the company’s stock valued at $338,000 after purchasing an additional 308 shares during the period. Finally, J.W. Cole Advisors Inc. increased its position in iShares U.S. Insurance ETF by 2.5% during the first quarter. J.W. Cole Advisors Inc. now owns 13,498 shares of the company’s stock worth $1,577,000 after acquiring an additional 328 shares during the period.

iShares U.S. Insurance ETF Stock Up 0.5 %

iShares U.S. Insurance ETF stock traded up $0.68 on Thursday, hitting $131.32. The company’s stock had a trading volume of 8,744 shares, compared to its average volume of 72,262. The firm has a market cap of $728.83 million, a P/E ratio of 17.19 and a beta of 0.40. The company has a fifty day moving average price of $128.12 and a 200-day moving average price of $119.52. iShares U.S. Insurance ETF has a one year low of $90.92 and a one year high of $133.82.

iShares U.S. Insurance ETF Company Profile

(Free Report)

The iShares U.S. Insurance ETF (IAK) is an exchange-traded fund that is based on the DJ US Select \u002F Insurance index. The fund tracks a market-cap index of US insurance companies. IAK was launched on May 1, 2006 and is managed by BlackRock.

Read More

Institutional Ownership by Quarter for iShares U.S. Insurance ETF (NYSEARCA:IAK)

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