Kellett Wealth Advisors LLC Purchases New Holdings in iShares U.S. Telecommunications ETF (BATS:IYZ)

Kellett Wealth Advisors LLC acquired a new position in iShares U.S. Telecommunications ETF (BATS:IYZ) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm acquired 15,184 shares of the exchange traded fund’s stock, valued at approximately $346,000. Kellett Wealth Advisors LLC owned about 0.09% of iShares U.S. Telecommunications ETF at the end of the most recent reporting period.

Several other large investors have also modified their holdings of the business. UBS Group AG lifted its holdings in iShares U.S. Telecommunications ETF by 52.5% during the third quarter. UBS Group AG now owns 176,693 shares of the exchange traded fund’s stock worth $3,764,000 after buying an additional 60,828 shares during the period. Tower Research Capital LLC TRC raised its position in shares of iShares U.S. Telecommunications ETF by 285.0% in the third quarter. Tower Research Capital LLC TRC now owns 86,441 shares of the exchange traded fund’s stock worth $1,841,000 after acquiring an additional 63,988 shares during the period. Raymond James Financial Services Advisors Inc. boosted its stake in shares of iShares U.S. Telecommunications ETF by 13.6% during the 3rd quarter. Raymond James Financial Services Advisors Inc. now owns 318,180 shares of the exchange traded fund’s stock worth $6,777,000 after acquiring an additional 38,087 shares in the last quarter. Dakota Wealth Management boosted its position in iShares U.S. Telecommunications ETF by 21.8% during the fourth quarter. Dakota Wealth Management now owns 489,571 shares of the exchange traded fund’s stock worth $11,143,000 after purchasing an additional 87,786 shares in the last quarter. Finally, First Merchants Corp grew its holdings in iShares U.S. Telecommunications ETF by 3.1% in the third quarter. First Merchants Corp now owns 19,162 shares of the exchange traded fund’s stock valued at $408,000 after purchasing an additional 581 shares during the period.

iShares U.S. Telecommunications ETF Stock Up 0.6 %

Shares of IYZ stock traded up $0.13 during trading hours on Thursday, hitting $20.60. 439,076 shares of the company’s stock were exchanged. iShares U.S. Telecommunications ETF has a fifty-two week low of $26.56 and a fifty-two week high of $34.77. The firm has a market cap of $223.51 million, a P/E ratio of 13.37 and a beta of 0.95. The firm has a 50 day moving average of $21.73 and a two-hundred day moving average of $21.87.

iShares U.S. Telecommunications ETF Company Profile

iShares U.S. Telecommunications ETF (the Fund), formerly iShares Dow Jones U.S. Telecommunications Sector Index Fund, is a non-diversified fund. The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the Dow Jones U.S. Select Telecommunications Index (the Index).