Copperleaf Capital LLC Has $2.38 Million Holdings in iShares S&P 100 ETF $OEF

Copperleaf Capital LLC lifted its holdings in shares of iShares S&P 100 ETF (NYSEARCA:OEF) by 49.3% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 7,151 shares of the company’s stock after buying an additional 2,360 shares during the quarter. iShares S&P 100 ETF comprises approximately 1.1% of Copperleaf Capital LLC’s investment portfolio, making the stock its 24th biggest holding. Copperleaf Capital LLC’s holdings in iShares S&P 100 ETF were worth $2,380,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of the business. Phillips Financial Management LLC acquired a new stake in iShares S&P 100 ETF during the 3rd quarter worth $30,000. Bogart Wealth LLC lifted its stake in shares of iShares S&P 100 ETF by 217.2% in the 2nd quarter. Bogart Wealth LLC now owns 92 shares of the company’s stock valued at $28,000 after purchasing an additional 63 shares during the period. Corsicana & Co. bought a new position in shares of iShares S&P 100 ETF in the 3rd quarter worth $32,000. Beacon Capital Management LLC acquired a new stake in shares of iShares S&P 100 ETF during the second quarter worth $37,000. Finally, Thurston Springer Miller Herd & Titak Inc. grew its stake in shares of iShares S&P 100 ETF by 126.7% during the second quarter. Thurston Springer Miller Herd & Titak Inc. now owns 136 shares of the company’s stock worth $41,000 after purchasing an additional 76 shares during the period.

iShares S&P 100 ETF Trading Up 0.1%

NYSEARCA:OEF opened at $343.59 on Friday. iShares S&P 100 ETF has a 1-year low of $232.57 and a 1-year high of $349.08. The firm has a market capitalization of $29.19 billion, a price-to-earnings ratio of 27.17 and a beta of 1.00. The business’s 50-day moving average price is $342.16 and its two-hundred day moving average price is $329.91.

iShares S&P 100 ETF 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.