Optivise Advisory Services LLC Has $2.83 Million Stock Position in iShares S&P 100 ETF $OEF

Optivise Advisory Services LLC boosted its holdings in iShares S&P 100 ETF (NYSEARCA:OEF) by 27.8% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 8,245 shares of the company’s stock after buying an additional 1,794 shares during the period. iShares S&P 100 ETF makes up about 1.6% of Optivise Advisory Services LLC’s investment portfolio, making the stock its 12th largest position. Optivise Advisory Services LLC’s holdings in iShares S&P 100 ETF were worth $2,828,000 at the end of the most recent quarter.

A number of other large investors also recently modified their holdings of the business. Physician Wealth Advisors Inc. grew its stake 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 worth $27,000 after acquiring an additional 35 shares during the last quarter. Phillips Financial Management LLC acquired a new position in iShares S&P 100 ETF during the 3rd quarter valued at $30,000. Corsicana & Co. acquired a new position in iShares S&P 100 ETF during the 3rd quarter valued at $32,000. Sage Mountain Advisors LLC boosted its holdings in iShares S&P 100 ETF by 125.5% in the 3rd quarter. Sage Mountain Advisors LLC now owns 106 shares of the company’s stock valued at $35,000 after purchasing an additional 59 shares during the period. Finally, First Command Advisory Services Inc. bought a new stake in iShares S&P 100 ETF in the 3rd quarter valued at $39,000.

iShares S&P 100 ETF Price Performance

NYSEARCA OEF opened at $321.25 on Thursday. The company’s fifty day moving average is $335.44 and its two-hundred day moving average is $337.41. iShares S&P 100 ETF has a 52-week low of $232.57 and a 52-week high of $349.08. The firm has a market capitalization of $27.52 billion, a price-to-earnings ratio of 27.17 and a beta of 1.00.

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.