Summit Wealth Partners LLC Grows Stock Holdings in iShares S&P 100 ETF $OEF

Summit Wealth Partners LLC boosted its position in iShares S&P 100 ETF (NYSEARCA:OEF) by 57.8% in the 1st quarter, according to its most recent filing with the SEC. The firm owned 7,864 shares of the company’s stock after acquiring an additional 2,882 shares during the period. Summit Wealth Partners LLC’s holdings in iShares S&P 100 ETF were worth $2,501,000 at the end of the most recent reporting period.

Several other institutional investors also recently bought and sold shares of the business. Bank of Jackson Hole Trust purchased a new stake in shares of iShares S&P 100 ETF in the fourth quarter valued at $26,000. Wealth Watch Advisors INC lifted its position in iShares S&P 100 ETF by 187.1% during the fourth quarter. Wealth Watch Advisors INC now owns 89 shares of the company’s stock worth $31,000 after buying an additional 58 shares during the period. Sarver Vrooman Wealth Advisors purchased a new position in iShares S&P 100 ETF during the fourth quarter worth about $32,000. Lodestone Wealth Management LLC acquired a new stake in iShares S&P 100 ETF in the 4th quarter worth about $34,000. Finally, Hurley Capital LLC acquired a new stake in iShares S&P 100 ETF in the 4th quarter worth about $37,000.

iShares S&P 100 ETF Price Performance

OEF opened at $365.60 on Tuesday. The stock has a market capitalization of $20.18 billion, a price-to-earnings ratio of 27.17 and a beta of 1.03. The business has a 50-day moving average of $362.50 and a two-hundred day moving average of $345.60. iShares S&P 100 ETF has a 12 month low of $290.39 and a 12 month high of $379.02.

iShares S&P 100 ETF 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.