iShares S&P 100 ETF $OEF is TSA Wealth Managment LLC’s 2nd Largest Position

TSA Wealth Managment LLC lifted its position in shares of iShares S&P 100 ETF (NYSEARCA:OEF) by 28.3% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 68,059 shares of the company’s stock after purchasing an additional 15,016 shares during the period. iShares S&P 100 ETF accounts for about 7.7% of TSA Wealth Managment LLC’s holdings, making the stock its 2nd biggest position. TSA Wealth Managment LLC owned approximately 0.08% of iShares S&P 100 ETF worth $22,653,000 at the end of the most recent reporting period.

A number of other institutional investors have also added to or reduced their stakes in the company. Physician Wealth Advisors Inc. lifted its position in shares of iShares S&P 100 ETF by 74.5% during the 3rd quarter. Physician Wealth Advisors Inc. now owns 82 shares of the company’s stock worth $27,000 after buying an additional 35 shares in the last quarter. Phillips Financial Management LLC purchased a new stake in shares of iShares S&P 100 ETF during the third quarter valued at approximately $30,000. Corsicana & Co. bought a new stake in iShares S&P 100 ETF during the third quarter worth $32,000. Sage Mountain Advisors LLC boosted its position in iShares S&P 100 ETF by 125.5% in the third quarter. Sage Mountain Advisors LLC now owns 106 shares of the company’s stock worth $35,000 after purchasing an additional 59 shares during the last quarter. Finally, First Command Advisory Services Inc. bought a new position in iShares S&P 100 ETF in the 3rd quarter valued at $39,000.

iShares S&P 100 ETF Price Performance

Shares of iShares S&P 100 ETF stock opened at $337.83 on Friday. The firm has a market cap of $28.94 billion, a PE ratio of 27.17 and a beta of 1.00. iShares S&P 100 ETF has a 1 year low of $232.57 and a 1 year high of $349.08. The stock has a fifty day moving average price of $341.74 and a 200-day moving average price of $335.63.

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. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.