iShares S&P 100 ETF $OEF Shares Bought by Shared Vision Wealth Group LLC

Shared Vision Wealth Group LLC lifted its position in shares of iShares S&P 100 ETF (NYSEARCA:OEF) by 59.5% in the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 19,319 shares of the company’s stock after acquiring an additional 7,209 shares during the quarter. iShares S&P 100 ETF makes up about 2.7% of Shared Vision Wealth Group LLC’s investment portfolio, making the stock its 9th largest position. Shared Vision Wealth Group LLC’s holdings in iShares S&P 100 ETF were worth $6,465,000 at the end of the most recent reporting period.

Several other large investors have also made changes to their positions in the company. Envestnet Asset Management Inc. increased its position in iShares S&P 100 ETF by 43.6% in the second quarter. Envestnet Asset Management Inc. now owns 5,889,620 shares of the company’s stock worth $1,792,479,000 after purchasing an additional 1,786,908 shares during the period. CWM LLC lifted its position in iShares S&P 100 ETF by 127.5% during the 3rd quarter. CWM LLC now owns 1,163,773 shares of the company’s stock valued at $387,350,000 after purchasing an additional 652,134 shares during the period. SoundView Advisors Inc. bought a new position in shares of iShares S&P 100 ETF in the 3rd quarter valued at about $182,139,000. Park Avenue Securities LLC grew its position in shares of iShares S&P 100 ETF by 77.0% during the 3rd quarter. Park Avenue Securities LLC now owns 994,293 shares of the company’s stock worth $330,940,000 after buying an additional 432,564 shares during the period. Finally, Orion Porfolio Solutions LLC raised its stake in shares of iShares S&P 100 ETF by 1,097.1% during the second quarter. Orion Porfolio Solutions LLC now owns 315,175 shares of the company’s stock worth $95,924,000 after buying an additional 288,847 shares during the last quarter.

iShares S&P 100 ETF Stock Performance

Shares of OEF stock opened at $335.10 on Wednesday. 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 $28.68 billion, a PE ratio of 27.17 and a beta of 1.00. The firm’s 50 day moving average price is $342.06 and its two-hundred day moving average price is $330.98.

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.