Kellett Wealth Advisors LLC Makes New $952,000 Investment in iShares U.S. Utilities ETF (NYSEARCA:IDU)

Kellett Wealth Advisors LLC purchased a new position in shares of iShares U.S. Utilities ETF (NYSEARCA:IDU) during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm purchased 11,909 shares of the company’s stock, valued at approximately $952,000. iShares U.S. Utilities ETF makes up 0.7% of Kellett Wealth Advisors LLC’s portfolio, making the stock its 26th largest position. Kellett Wealth Advisors LLC owned about 0.11% of iShares U.S. Utilities ETF as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also made changes to their positions in the company. Coppell Advisory Solutions LLC acquired a new stake in shares of iShares U.S. Utilities ETF during the 2nd quarter worth approximately $26,000. Qube Research & Technologies Ltd acquired a new stake in shares of iShares U.S. Utilities ETF during the 3rd quarter worth approximately $29,000. Laurel Wealth Advisors LLC boosted its position in shares of iShares U.S. Utilities ETF by 29.0% during the 3rd quarter. Laurel Wealth Advisors LLC now owns 668 shares of the company’s stock worth $49,000 after acquiring an additional 150 shares in the last quarter. Householder Group Estate & Retirement Specialist LLC acquired a new stake in shares of iShares U.S. Utilities ETF during the 3rd quarter worth approximately $50,000. Finally, ICA Group Wealth Management LLC acquired a new stake in shares of iShares U.S. Utilities ETF during the 4th quarter worth approximately $60,000.

iShares U.S. Utilities ETF Stock Performance

Shares of NYSEARCA IDU traded up $0.41 during trading hours on Thursday, hitting $82.78. 75,292 shares of the stock were exchanged, compared to its average volume of 46,528. The company has a market cap of $889.89 million, a PE ratio of 22.50 and a beta of 0.53. The company’s fifty day simple moving average is $81.35 and its two-hundred day simple moving average is $78.71. iShares U.S. Utilities ETF has a 1-year low of $68.87 and a 1-year high of $86.54.

iShares U.S. Utilities ETF Profile

iShares U.S. Utilities ETF (the Fund) is an exchange-traded fund. The Fund seeks investment results that correspond to the price and yield performance, before fees and expenses, of the Dow Jones U.S. Utilities Index (the Underlying Index). The Underlying Index measures the performance of the utilities sector of the United States equity market.