Shepherd Financial Partners LLC Has $29.80 Million Stock Holdings in iShares S&P 100 ETF $OEF

Shepherd Financial Partners LLC increased its holdings in shares of iShares S&P 100 ETF (NYSEARCA:OEF) by 80.9% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 89,517 shares of the company’s stock after buying an additional 40,046 shares during the quarter. iShares S&P 100 ETF accounts for approximately 2.8% of Shepherd Financial Partners LLC’s holdings, making the stock its 10th largest holding. Shepherd Financial Partners LLC owned 0.11% of iShares S&P 100 ETF worth $29,795,000 at the end of the most recent quarter.

Other institutional investors have also modified their holdings of the company. Envestnet Asset Management Inc. lifted its stake in iShares S&P 100 ETF by 82.3% in the third quarter. Envestnet Asset Management Inc. now owns 10,736,206 shares of the company’s stock valued at $3,573,439,000 after buying an additional 4,846,586 shares in the last quarter. CWM LLC raised its holdings in shares of iShares S&P 100 ETF by 127.5% during the third quarter. CWM LLC now owns 1,163,773 shares of the company’s stock worth $387,350,000 after acquiring an additional 652,134 shares during the period. SoundView Advisors Inc. bought a new stake in iShares S&P 100 ETF in the 3rd quarter valued at $182,139,000. Park Avenue Securities LLC boosted its stake in iShares S&P 100 ETF by 77.0% in the 3rd quarter. Park Avenue Securities LLC now owns 994,293 shares of the company’s stock worth $330,940,000 after purchasing an additional 432,564 shares during the period. Finally, Envestnet Portfolio Solutions Inc. boosted its stake in iShares S&P 100 ETF by 77.7% in the 3rd quarter. Envestnet Portfolio Solutions Inc. now owns 965,510 shares of the company’s stock worth $321,360,000 after purchasing an additional 422,198 shares during the period.

iShares S&P 100 ETF Price Performance

OEF opened at $333.55 on Friday. The company has a market capitalization of $28.57 billion, a price-to-earnings ratio of 27.17 and a beta of 1.00. The business’s 50-day moving average price is $342.62 and its two-hundred day moving average price is $334.79. iShares S&P 100 ETF has a 1 year low of $232.57 and a 1 year high of $349.08.

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.