iShares S&P 100 ETF $OEF Stock Holdings Lifted by Rothschild Wealth LLC

Rothschild Wealth LLC lifted its holdings in iShares S&P 100 ETF (NYSEARCA:OEF) by 77.1% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 38,684 shares of the company’s stock after buying an additional 16,837 shares during the quarter. iShares S&P 100 ETF makes up 1.3% of Rothschild Wealth LLC’s portfolio, making the stock its 13th biggest position. Rothschild Wealth LLC’s holdings in iShares S&P 100 ETF were worth $13,268,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Physician Wealth Advisors Inc. lifted its position in shares of iShares S&P 100 ETF by 74.5% in the 3rd 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. Lodestone Wealth Management LLC acquired a new position in iShares S&P 100 ETF during the 4th quarter valued at about $34,000. Optima Capital LLC acquired a new position in iShares S&P 100 ETF during the 4th quarter valued at about $39,000. Russell Investments Group Ltd. boosted its stake in iShares S&P 100 ETF by 79.1% during the 3rd quarter. Russell Investments Group Ltd. now owns 120 shares of the company’s stock valued at $40,000 after purchasing an additional 53 shares during the period. Finally, Geneos Wealth Management Inc. boosted its stake in iShares S&P 100 ETF by 40.2% during the 2nd quarter. Geneos Wealth Management Inc. now owns 136 shares of the company’s stock valued at $41,000 after purchasing an additional 39 shares during the period.

iShares S&P 100 ETF Price Performance

iShares S&P 100 ETF stock opened at $377.33 on Monday. The firm has a 50-day moving average price of $347.02 and a two-hundred day moving average price of $342.29. The firm has a market capitalization of $20.83 billion, a price-to-earnings ratio of 27.17 and a beta of 1.02. iShares S&P 100 ETF has a 52-week low of $285.16 and a 52-week high of $378.25.

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.