iShares S&P 100 ETF $OEF Shares Purchased by Forthright Family Wealth Advisory LLC

Forthright Family Wealth Advisory LLC grew its stake in iShares S&P 100 ETF (NYSEARCA:OEF) by 1,989.5% during the 3rd quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 17,928 shares of the company’s stock after purchasing an additional 17,070 shares during the period. iShares S&P 100 ETF comprises about 3.7% of Forthright Family Wealth Advisory LLC’s investment portfolio, making the stock its 10th biggest position. Forthright Family Wealth Advisory LLC’s holdings in iShares S&P 100 ETF were worth $5,967,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also made changes to their positions in the company. Mutual Advisors LLC increased its stake in iShares S&P 100 ETF by 42.9% during the third quarter. Mutual Advisors LLC now owns 21,518 shares of the company’s stock valued at $7,236,000 after acquiring an additional 6,457 shares during the period. Uptick Partners LLC increased its position in shares of iShares S&P 100 ETF by 0.6% during the third quarter. Uptick Partners LLC now owns 5,780 shares of the company’s stock valued at $1,924,000 after purchasing an additional 33 shares during the period. Transcend Capital Advisors LLC raised its stake in shares of iShares S&P 100 ETF by 37.0% in the third quarter. Transcend Capital Advisors LLC now owns 4,772 shares of the company’s stock valued at $1,588,000 after purchasing an additional 1,289 shares in the last quarter. Thrivent Financial for Lutherans raised its stake in shares of iShares S&P 100 ETF by 614.7% in the third quarter. Thrivent Financial for Lutherans now owns 206,971 shares of the company’s stock valued at $68,888,000 after purchasing an additional 178,013 shares in the last quarter. Finally, SWP Financial LLC lifted its position in iShares S&P 100 ETF by 93.6% in the third quarter. SWP Financial LLC now owns 21,382 shares of the company’s stock worth $7,123,000 after purchasing an additional 10,337 shares during the period.

iShares S&P 100 ETF Price Performance

Shares of iShares S&P 100 ETF stock opened at $343.56 on Friday. iShares S&P 100 ETF has a 52-week low of $232.57 and a 52-week high of $349.08. The firm has a market capitalization of $29.39 billion, a PE ratio of 27.17 and a beta of 1.00. The company’s fifty day moving average price is $343.17 and its two-hundred day moving average price is $332.82.

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.