Stone Wealth Partners Takes Position in iShares S&P 100 ETF $OEF

Stone Wealth Partners purchased a new stake in shares of iShares S&P 100 ETF (NYSEARCA:OEF) during the 4th quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund purchased 1,842 shares of the company’s stock, valued at approximately $632,000.

Several other hedge funds have also recently bought and sold shares of the business. Lynch Investment Planning LLC purchased a new stake in iShares S&P 100 ETF in the 4th quarter worth about $4,732,000. Forthright Family Wealth Advisory LLC grew its stake in iShares S&P 100 ETF by 0.8% during the 4th quarter. Forthright Family Wealth Advisory LLC now owns 18,080 shares of the company’s stock valued at $6,201,000 after acquiring an additional 152 shares in the last quarter. Blue Capital Inc. increased its holdings in shares of iShares S&P 100 ETF by 131.7% in the 4th quarter. Blue Capital Inc. now owns 2,125 shares of the company’s stock valued at $729,000 after purchasing an additional 1,208 shares during the period. Talisman Wealth Advisors LLC increased its holdings in shares of iShares S&P 100 ETF by 88.0% in the 4th quarter. Talisman Wealth Advisors LLC now owns 1,530 shares of the company’s stock valued at $526,000 after purchasing an additional 716 shares during the period. Finally, Invesco Ltd. purchased a new stake in shares of iShares S&P 100 ETF in the fourth quarter worth approximately $226,000.

iShares S&P 100 ETF Price Performance

NYSEARCA OEF opened at $368.66 on Friday. The firm has a market capitalization of $20.35 billion, a price-to-earnings ratio of 27.17 and a beta of 1.03. The company has a 50 day simple moving average of $361.07 and a 200-day simple moving average of $345.26. iShares S&P 100 ETF has a 52-week low of $290.39 and a 52-week 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.