AE Wealth Management LLC Has $48.11 Million Stake in iShares S&P 100 ETF $OEF

AE Wealth Management LLC trimmed its position in shares of iShares S&P 100 ETF (NYSEARCA:OEF) by 5.6% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 140,272 shares of the company’s stock after selling 8,332 shares during the quarter. AE Wealth Management LLC owned approximately 0.16% of iShares S&P 100 ETF worth $48,109,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors have also made changes to their positions in OEF. First Trust Advisors LP lifted its holdings in shares of iShares S&P 100 ETF by 84.9% during the 2nd quarter. First Trust Advisors LP now owns 5,736 shares of the company’s stock valued at $1,746,000 after buying an additional 2,633 shares during the last quarter. Qube Research & Technologies Ltd lifted its holdings in shares of iShares S&P 100 ETF by 78.4% during the 2nd quarter. Qube Research & Technologies Ltd now owns 2,233 shares of the company’s stock valued at $680,000 after buying an additional 981 shares during the last quarter. HUB Investment Partners LLC bought a new position in shares of iShares S&P 100 ETF in the 2nd quarter valued at approximately $209,000. Diversify Advisory Services LLC raised its stake in shares of iShares S&P 100 ETF by 3.5% in the 2nd quarter. Diversify Advisory Services LLC now owns 3,970 shares of the company’s stock valued at $1,269,000 after acquiring an additional 135 shares in the last quarter. Finally, Darwin Wealth Management LLC bought a new position in shares of iShares S&P 100 ETF in the 2nd quarter valued at approximately $1,269,000.

iShares S&P 100 ETF Stock Performance

Shares of OEF stock opened at $345.58 on Friday. The stock’s 50 day simple moving average is $330.45 and its 200 day simple moving average is $337.04. iShares S&P 100 ETF has a twelve month low of $245.47 and a twelve month high of $349.08. The company has a market capitalization of $19.09 billion, a price-to-earnings ratio of 27.17 and a beta of 1.02.

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.