CM Wealth Advisors LLC Raises Stake in iShares S&P 100 ETF $OEF

CM Wealth Advisors LLC raised its holdings in shares of iShares S&P 100 ETF (NYSEARCA:OEF) by 1.5% in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 245,729 shares of the company’s stock after buying an additional 3,744 shares during the period. iShares S&P 100 ETF comprises 21.6% of CM Wealth Advisors LLC’s portfolio, making the stock its largest holding. CM Wealth Advisors LLC’s holdings in iShares S&P 100 ETF were worth $81,788,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the business. Physician Wealth Advisors Inc. increased its holdings in iShares S&P 100 ETF by 74.5% in the 3rd quarter. Physician Wealth Advisors Inc. now owns 82 shares of the company’s stock worth $27,000 after acquiring an additional 35 shares in the last quarter. Bogart Wealth LLC increased its stake in iShares S&P 100 ETF by 217.2% in the 2nd quarter. Bogart Wealth LLC now owns 92 shares of the company’s stock worth $28,000 after buying an additional 63 shares in the last quarter. Phillips Financial Management LLC bought a new stake in iShares S&P 100 ETF during the third quarter valued at about $30,000. Corsicana & Co. bought a new stake in iShares S&P 100 ETF during the third quarter valued at about $32,000. Finally, Sage Mountain Advisors LLC lifted its position in shares of iShares S&P 100 ETF by 125.5% in the third quarter. Sage Mountain Advisors LLC now owns 106 shares of the company’s stock valued at $35,000 after acquiring an additional 59 shares in the last quarter.

iShares S&P 100 ETF Stock Down 0.5%

NYSEARCA OEF opened at $340.28 on Thursday. iShares S&P 100 ETF has a twelve month low of $232.57 and a twelve month high of $349.08. The business has a 50-day moving average price of $343.32 and a 200-day moving average price of $333.52. The firm has a market cap of $29.14 billion, a price-to-earnings ratio of 27.17 and a beta of 1.00.

iShares S&P 100 ETF Company 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.