Litman Gregory Wealth Management LLC Has $1.47 Million Stake in iShares S&P 100 ETF $OEF

Litman Gregory Wealth Management LLC cut its position in shares of iShares S&P 100 ETF (NYSEARCA:OEF) by 2.7% in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 4,843 shares of the company’s stock after selling 134 shares during the quarter. Litman Gregory Wealth Management LLC’s holdings in iShares S&P 100 ETF were worth $1,474,000 at the end of the most recent reporting period.

A number of other hedge funds have also bought and sold shares of OEF. Belpointe Asset Management LLC lifted its holdings in iShares S&P 100 ETF by 32.6% in the second quarter. Belpointe Asset Management LLC now owns 2,837 shares of the company’s stock valued at $864,000 after buying an additional 697 shares during the period. Berkshire Money Management Inc. grew its holdings in iShares S&P 100 ETF by 47.3% during the 2nd quarter. Berkshire Money Management Inc. now owns 5,994 shares of the company’s stock worth $1,824,000 after acquiring an additional 1,924 shares during the period. Duncan Williams Asset Management LLC bought a new position in shares of iShares S&P 100 ETF in the 2nd quarter worth about $9,121,000. DAVENPORT & Co LLC lifted its stake in shares of iShares S&P 100 ETF by 14.1% in the 2nd quarter. DAVENPORT & Co LLC now owns 4,064 shares of the company’s stock valued at $1,237,000 after purchasing an additional 502 shares during the period. Finally, Hubbell Strickland Wealth Management LLC acquired a new position in shares of iShares S&P 100 ETF in the 2nd quarter valued at about $222,000.

iShares S&P 100 ETF Price Performance

Shares of iShares S&P 100 ETF stock opened at $333.98 on Monday. The stock’s 50-day moving average is $322.47 and its 200 day moving average is $297.33. iShares S&P 100 ETF has a one year low of $232.57 and a one year high of $335.67. The firm has a market cap of $27.37 billion, a price-to-earnings ratio of 27.17 and a beta of 0.99.

iShares S&P 100 ETF Profile

iShares S&P 100 ETF, formerly iShares S&P 100 Index Fund (the Fund), is an exchange-traded fund. The Fund seeks investment results that correspond generally to the price and yield performance of the S&P 100 Index (the Index). The Index measures the performance of the large-capitalization sector of the United States equity market and consists of blue chip stocks from diverse industries in the S&P 500 Index.