Modern Wealth Management LLC Has $6.05 Million Stock Position in iShares S&P 100 ETF $OEF

Modern Wealth Management LLC grew its holdings in iShares S&P 100 ETF (NYSEARCA:OEF) by 97.8% during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 18,175 shares of the company’s stock after purchasing an additional 8,987 shares during the period. Modern Wealth Management LLC’s holdings in iShares S&P 100 ETF were worth $6,050,000 at the end of the most recent quarter.

Other institutional investors have also made changes to their positions in the company. Smith Moore & CO. increased its position in shares of iShares S&P 100 ETF by 0.8% during the 3rd quarter. Smith Moore & CO. now owns 3,958 shares of the company’s stock worth $1,317,000 after purchasing an additional 30 shares during the last quarter. Soltis Investment Advisors LLC boosted its holdings in shares of iShares S&P 100 ETF by 3.8% in the 2nd quarter. Soltis Investment Advisors LLC now owns 902 shares of the company’s stock valued at $275,000 after buying an additional 33 shares during the last quarter. Uptick Partners LLC grew its stake 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 buying an additional 33 shares in the last quarter. Beacon Bridge Wealth Partners LLC grew its stake 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 buying an additional 33 shares in the last quarter. Finally, Physician Wealth Advisors Inc. increased its holdings in 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 worth $27,000 after buying an additional 35 shares during the last quarter.

iShares S&P 100 ETF Trading Down 1.1%

NYSEARCA OEF opened at $330.86 on Friday. The firm has a market capitalization of $28.34 billion, a P/E ratio of 27.17 and a beta of 1.00. The firm’s fifty day moving average price is $340.28 and its two-hundred day moving average price is $336.83. iShares S&P 100 ETF has a 1 year low of $232.57 and a 1 year 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.