iShares S&P 100 ETF $OEF Position Boosted by Retirement Wealth Solutions LLC

Retirement Wealth Solutions LLC boosted its holdings in iShares S&P 100 ETF (NYSEARCA:OEF) by 73.6% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 10,971 shares of the company’s stock after acquiring an additional 4,652 shares during the quarter. iShares S&P 100 ETF accounts for 2.4% of Retirement Wealth Solutions LLC’s portfolio, making the stock its 13th largest position. Retirement Wealth Solutions LLC’s holdings in iShares S&P 100 ETF were worth $3,652,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. Soltis Investment Advisors LLC increased its holdings in shares of iShares S&P 100 ETF by 3.8% during the second quarter. Soltis Investment Advisors LLC now owns 902 shares of the company’s stock valued at $275,000 after purchasing an additional 33 shares during the period. DHJJ Financial Advisors Ltd. grew its position in iShares S&P 100 ETF by 23.4% in the 2nd quarter. DHJJ Financial Advisors Ltd. now owns 179 shares of the company’s stock valued at $54,000 after buying an additional 34 shares in the last quarter. Geneos Wealth Management Inc. increased its stake in iShares S&P 100 ETF by 40.2% during the 2nd quarter. Geneos Wealth Management Inc. now owns 136 shares of the company’s stock valued at $41,000 after buying an additional 39 shares during the period. Crewe Advisors LLC increased its stake 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 valued at $296,000 after buying an additional 40 shares during the period. Finally, Triad Wealth Partners LLC raised its position in shares of iShares S&P 100 ETF by 1.5% during the 2nd quarter. Triad Wealth Partners LLC now owns 2,718 shares of the company’s stock worth $827,000 after buying an additional 41 shares in the last quarter.

iShares S&P 100 ETF Price Performance

iShares S&P 100 ETF stock opened at $335.57 on Thursday. The firm has a 50 day simple moving average of $339.61 and a 200-day simple moving average of $322.84. The stock has a market capitalization of $28.37 billion, a PE ratio of 27.17 and a beta of 1.00. iShares S&P 100 ETF has a 12-month low of $232.57 and a 12-month high of $349.08.

iShares S&P 100 ETF Company 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.