Liberty Wealth Management LLC Has $8.29 Million Stock Holdings in iShares S&P 100 ETF $OEF

Liberty Wealth Management LLC boosted its holdings in shares of iShares S&P 100 ETF (NYSEARCA:OEF) by 33.7% during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 27,230 shares of the company’s stock after acquiring an additional 6,864 shares during the quarter. iShares S&P 100 ETF accounts for about 1.3% of Liberty Wealth Management LLC’s portfolio, making the stock its 19th largest position. Liberty Wealth Management LLC’s holdings in iShares S&P 100 ETF were worth $8,287,000 at the end of the most recent quarter.

Several other large investors have also recently modified their holdings of OEF. DHJJ Financial Advisors Ltd. grew its stake in shares of iShares S&P 100 ETF by 23.4% in the second quarter. DHJJ Financial Advisors Ltd. now owns 179 shares of the company’s stock worth $54,000 after purchasing an additional 34 shares during the last quarter. Crewe Advisors LLC lifted its holdings in iShares S&P 100 ETF by 4.3% during the 2nd quarter. Crewe Advisors LLC now owns 973 shares of the company’s stock worth $296,000 after buying an additional 40 shares during the period. Triad Wealth Partners LLC grew its position in shares of iShares S&P 100 ETF by 1.5% in the 2nd quarter. Triad Wealth Partners LLC now owns 2,718 shares of the company’s stock valued at $827,000 after buying an additional 41 shares during the last quarter. Sheridan Capital Management LLC grew its position in shares of iShares S&P 100 ETF by 6.2% in the 1st quarter. Sheridan Capital Management LLC now owns 852 shares of the company’s stock valued at $231,000 after buying an additional 50 shares during the last quarter. Finally, Webster Bank N. A. increased its stake in shares of iShares S&P 100 ETF by 0.9% in the second quarter. Webster Bank N. A. now owns 5,524 shares of the company’s stock valued at $1,681,000 after buying an additional 50 shares during the period.

iShares S&P 100 ETF Price Performance

Shares of OEF opened at $339.45 on Monday. The business has a 50-day moving average of $328.15 and a 200-day moving average of $304.67. The company has a market capitalization of $28.55 billion, a price-to-earnings ratio of 27.17 and a beta of 0.99. iShares S&P 100 ETF has a 1 year low of $232.57 and a 1 year high of $340.19.

About iShares S&P 100 ETF

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.