iShares S&P 100 ETF $OEF Shares Purchased by Summit Wealth Partners LLC

Summit Wealth Partners LLC raised its stake in iShares S&P 100 ETF (NYSEARCA:OEF) by 57.8% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,864 shares of the company’s stock after purchasing an additional 2,882 shares during the quarter. Summit Wealth Partners LLC’s holdings in iShares S&P 100 ETF were worth $2,501,000 at the end of the most recent quarter.

A number of other hedge funds and other institutional investors also recently modified their holdings of the stock. Matthew Goff Investment Advisor LLC purchased a new stake in shares of iShares S&P 100 ETF during the 1st quarter valued at about $754,000. XML Financial LLC boosted its holdings in iShares S&P 100 ETF by 20.4% in the 1st quarter. XML Financial LLC now owns 4,049 shares of the company’s stock worth $1,288,000 after acquiring an additional 687 shares during the period. Evolve Private Wealth LLC purchased a new position in iShares S&P 100 ETF in the 1st quarter worth approximately $238,000. Ballast Rock Private Wealth LLC grew its position in iShares S&P 100 ETF by 71.7% in the first quarter. Ballast Rock Private Wealth LLC now owns 1,892 shares of the company’s stock valued at $602,000 after acquiring an additional 790 shares in the last quarter. Finally, Sheets Smith Wealth Management grew its position in iShares S&P 100 ETF by 30.7% in the first quarter. Sheets Smith Wealth Management now owns 13,403 shares of the company’s stock valued at $4,263,000 after acquiring an additional 3,150 shares in the last quarter.

iShares S&P 100 ETF Stock Down 0.8%

OEF opened at $365.60 on Tuesday. The firm has a market capitalization of $20.18 billion, a P/E ratio of 27.17 and a beta of 1.03. The firm’s 50 day moving average is $362.50 and its 200-day moving average is $345.60. iShares S&P 100 ETF has a 52-week low of $290.39 and a 52-week high of $379.02.

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.