iShares S&P 100 ETF $OEF Shares Purchased by Jackson Wealth Management LLC

Jackson Wealth Management LLC raised its holdings in shares of iShares S&P 100 ETF (NYSEARCA:OEF) by 6.2% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 59,447 shares of the company’s stock after acquiring an additional 3,495 shares during the quarter. iShares S&P 100 ETF makes up 2.0% of Jackson Wealth Management LLC’s investment portfolio, making the stock its 11th largest position. Jackson Wealth Management LLC owned approximately 0.07% of iShares S&P 100 ETF worth $20,389,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Smith Moore & CO. lifted its stake in iShares S&P 100 ETF by 0.8% in the 3rd quarter. Smith Moore & CO. now owns 3,958 shares of the company’s stock valued at $1,317,000 after buying an additional 30 shares in the last quarter. Uptick Partners LLC lifted its position in shares of iShares S&P 100 ETF by 0.6% in the third quarter. Uptick Partners LLC now owns 5,780 shares of the company’s stock valued at $1,924,000 after acquiring an additional 33 shares in the last quarter. Beacon Bridge Wealth Partners LLC lifted its position in shares of iShares S&P 100 ETF by 1.9% in the third quarter. Beacon Bridge Wealth Partners LLC now owns 1,758 shares of the company’s stock valued at $585,000 after acquiring an additional 33 shares in the last quarter. Trust Co. of Vermont lifted its position in shares of iShares S&P 100 ETF by 4.2% in the fourth quarter. Trust Co. of Vermont now owns 816 shares of the company’s stock valued at $280,000 after acquiring an additional 33 shares in the last quarter. Finally, Physician Wealth Advisors Inc. boosted its stake in shares of iShares S&P 100 ETF by 74.5% during the third quarter. Physician Wealth Advisors Inc. now owns 82 shares of the company’s stock valued at $27,000 after acquiring an additional 35 shares during the last quarter.

iShares S&P 100 ETF Stock Performance

iShares S&P 100 ETF stock opened at $320.41 on Friday. The stock has a market cap of $17.98 billion, a PE ratio of 27.17 and a beta of 1.00. The stock has a 50-day moving average price of $331.96 and a 200 day moving average price of $336.88. iShares S&P 100 ETF has a 52 week low of $232.57 and a 52 week high of $349.08.

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.