Sax Wealth Advisors LLC Has $2.43 Million Stock Position in iShares S&P 100 ETF $OEF

Sax Wealth Advisors LLC increased its holdings in shares of iShares S&P 100 ETF (NYSEARCA:OEF) by 57.5% in the 4th quarter, Holdings Channel.com reports. The institutional investor owned 7,083 shares of the company’s stock after purchasing an additional 2,586 shares during the period. Sax Wealth Advisors LLC’s holdings in iShares S&P 100 ETF were worth $2,429,000 at the end of the most recent reporting period.

Several other large investors have also bought and sold shares of the business. Physician Wealth Advisors Inc. grew its position in 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 valued at $27,000 after acquiring an additional 35 shares during the last quarter. Phillips Financial Management LLC bought a new position in shares of iShares S&P 100 ETF in the third quarter worth about $30,000. Corsicana & Co. bought a new position in shares of iShares S&P 100 ETF in the third quarter worth about $32,000. Sage Mountain Advisors LLC lifted its holdings 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 worth $35,000 after acquiring an additional 59 shares during the last quarter. Finally, First Command Advisory Services Inc. acquired a new stake in shares of iShares S&P 100 ETF in the 3rd quarter valued at approximately $39,000.

iShares S&P 100 ETF Trading Up 0.6%

Shares of iShares S&P 100 ETF stock opened at $321.25 on Thursday. The firm has a market capitalization of $27.52 billion, a PE ratio of 27.17 and a beta of 1.00. The firm’s 50 day moving average is $335.44 and its 200 day moving average is $337.41. 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 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.