Legacy Edge Advisors LLC Takes Position in iShares S&P 100 ETF $OEF

Legacy Edge Advisors LLC acquired a new stake in iShares S&P 100 ETF (NYSEARCA:OEF) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 1,404 shares of the company’s stock, valued at approximately $482,000.

Other institutional investors have also modified their holdings of the company. Physician Wealth Advisors Inc. lifted its holdings in shares of iShares S&P 100 ETF by 74.5% in the third quarter. Physician Wealth Advisors Inc. now owns 82 shares of the company’s stock valued at $27,000 after buying an additional 35 shares during the period. Phillips Financial Management LLC acquired a new stake in shares of iShares S&P 100 ETF in the third quarter valued at $30,000. Lodestone Wealth Management LLC acquired a new stake in shares of iShares S&P 100 ETF in the fourth quarter valued at $34,000. Sage Mountain Advisors LLC lifted its holdings in shares of iShares S&P 100 ETF by 125.5% in the third quarter. Sage Mountain Advisors LLC now owns 106 shares of the company’s stock valued at $35,000 after buying an additional 59 shares during the period. Finally, First Command Advisory Services Inc. acquired a new stake in shares of iShares S&P 100 ETF during the third quarter worth $39,000.

iShares S&P 100 ETF Price Performance

Shares of iShares S&P 100 ETF stock opened at $356.70 on Monday. The stock’s fifty day moving average is $333.09 and its 200-day moving average is $338.32. The firm has a market capitalization of $19.69 billion, a PE ratio of 27.17 and a beta of 1.02. iShares S&P 100 ETF has a 12-month low of $269.21 and a 12-month high of $358.84.

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.