Core Wealth Partners LLC increased its stake in shares of iShares Top 20 U.S. Stocks ETF (NYSEARCA:TOPT – Free Report) by 211.0% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 35,199 shares of the company’s stock after purchasing an additional 23,882 shares during the period. Core Wealth Partners LLC’s holdings in iShares Top 20 U.S. Stocks ETF were worth $1,099,000 as of its most recent SEC filing.
Several other institutional investors have also recently modified their holdings of the stock. LPL Financial LLC raised its position in shares of iShares Top 20 U.S. Stocks ETF by 34.8% during the 4th quarter. LPL Financial LLC now owns 688,738 shares of the company’s stock worth $21,509,000 after purchasing an additional 177,777 shares during the last quarter. Goodman Advisory Group LLC acquired a new position in shares of iShares Top 20 U.S. Stocks ETF during the 3rd quarter worth approximately $12,976,000. Envestnet Asset Management Inc. acquired a new position in shares of iShares Top 20 U.S. Stocks ETF during the 3rd quarter worth approximately $7,742,000. HighTower Advisors LLC raised its position in shares of iShares Top 20 U.S. Stocks ETF by 20.7% during the 4th quarter. HighTower Advisors LLC now owns 183,900 shares of the company’s stock worth $5,743,000 after purchasing an additional 31,529 shares during the last quarter. Finally, Clear Creek Financial Management LLC raised its position in shares of iShares Top 20 U.S. Stocks ETF by 70.2% during the 4th quarter. Clear Creek Financial Management LLC now owns 107,486 shares of the company’s stock worth $3,357,000 after purchasing an additional 44,318 shares during the last quarter.
iShares Top 20 U.S. Stocks ETF Price Performance
Shares of iShares Top 20 U.S. Stocks ETF stock opened at $32.85 on Thursday. iShares Top 20 U.S. Stocks ETF has a 1 year low of $26.00 and a 1 year high of $34.47. The company has a market capitalization of $595.90 million, a P/E ratio of 32.42 and a beta of 1.10. The business has a 50 day moving average price of $32.68 and a 200 day moving average price of $31.20.
iShares Top 20 U.S. Stocks ETF Profile
The iShares Top 20 U.S. Stocks ETF (TOPT) is an exchange-traded fund that is based on the S&P 500 Top 20 Select index. The fund seeks to mirror the performance of an index comprising the top 20 largest US firms by market-cap in the S&P 500. The companies are weighted by their float-adjusted market-cap TOPT was launched on Oct 23, 2024 and is issued by BlackRock.
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