iShares S&P 100 ETF $OEF is Fiduciary Planning LLC’s 10th Largest Position

Fiduciary Planning LLC lifted its stake in iShares S&P 100 ETF (NYSEARCA:OEF) by 8.6% in the 3rd quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 33,052 shares of the company’s stock after purchasing an additional 2,626 shares during the quarter. iShares S&P 100 ETF comprises about 3.4% of Fiduciary Planning LLC’s holdings, making the stock its 10th largest holding. Fiduciary Planning LLC’s holdings in iShares S&P 100 ETF were worth $11,001,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Vanguard Personalized Indexing Management LLC acquired a new position in iShares S&P 100 ETF in the 2nd quarter valued at about $365,000. Integrity Alliance LLC. acquired a new stake in shares of iShares S&P 100 ETF during the 1st quarter worth approximately $227,000. American Trust purchased a new stake in shares of iShares S&P 100 ETF during the 2nd quarter valued at approximately $844,000. Bay Harbor Wealth Management LLC raised its position in shares of iShares S&P 100 ETF by 87.9% during the 3rd quarter. Bay Harbor Wealth Management LLC now owns 33,118 shares of the company’s stock valued at $11,023,000 after buying an additional 15,488 shares during the period. Finally, Michels Family Financial LLC lifted its holdings in iShares S&P 100 ETF by 9.1% in the second quarter. Michels Family Financial LLC now owns 910 shares of the company’s stock valued at $277,000 after acquiring an additional 76 shares during the last quarter.

iShares S&P 100 ETF Stock Up 0.4%

OEF stock opened at $346.87 on Thursday. iShares S&P 100 ETF has a 52-week low of $232.57 and a 52-week high of $349.08. The stock has a market cap of $29.33 billion, a price-to-earnings ratio of 27.17 and a beta of 1.00. The business has a fifty day moving average of $340.73 and a two-hundred day moving average of $324.65.

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.