Shepherd Financial Partners LLC Acquires 40,046 Shares of iShares S&P 100 ETF $OEF

Shepherd Financial Partners LLC boosted its holdings in iShares S&P 100 ETF (NYSEARCA:OEF) by 80.9% in the 3rd quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 89,517 shares of the company’s stock after purchasing an additional 40,046 shares during the quarter. iShares S&P 100 ETF accounts for about 2.8% of Shepherd Financial Partners LLC’s portfolio, making the stock its 10th largest holding. Shepherd Financial Partners LLC’s holdings in iShares S&P 100 ETF were worth $29,795,000 at the end of the most recent quarter.

Other large investors have also added to or reduced their stakes in the company. Soltis Investment Advisors LLC increased its position in shares of iShares S&P 100 ETF by 3.8% in the second quarter. Soltis Investment Advisors LLC now owns 902 shares of the company’s stock worth $275,000 after purchasing an additional 33 shares during the period. Uptick Partners LLC grew its stake in iShares S&P 100 ETF by 0.6% during the third quarter. Uptick Partners LLC now owns 5,780 shares of the company’s stock worth $1,924,000 after buying an additional 33 shares in the last quarter. Beacon Bridge Wealth Partners LLC grew its stake in iShares S&P 100 ETF by 1.9% during the third quarter. Beacon Bridge Wealth Partners LLC now owns 1,758 shares of the company’s stock worth $585,000 after buying an additional 33 shares in the last quarter. Physician Wealth Advisors Inc. increased its holdings in iShares S&P 100 ETF by 74.5% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 82 shares of the company’s stock valued at $27,000 after buying an additional 35 shares during the period. Finally, SouthState Bank Corp raised its position in shares of iShares S&P 100 ETF by 38.9% in the 3rd quarter. SouthState Bank Corp now owns 132 shares of the company’s stock valued at $44,000 after buying an additional 37 shares in the last quarter.

iShares S&P 100 ETF Trading Down 0.4%

NYSEARCA OEF opened at $333.55 on Friday. The firm has a market capitalization of $28.57 billion, a price-to-earnings ratio of 27.17 and a beta of 1.00. The firm’s 50 day simple moving average is $342.62 and its 200 day simple moving average is $334.79. iShares S&P 100 ETF has a 1 year low of $232.57 and a 1 year 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. The Fund invests in a representative sample of securities included in the Index that collectively has an investment profile similar to the Index.