Avantra Family Wealth Inc. Acquires 1,397 Shares of iShares S&P 100 ETF $OEF

Avantra Family Wealth Inc. grew its holdings in shares of iShares S&P 100 ETF (NYSEARCA:OEF) by 74.0% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 3,285 shares of the company’s stock after purchasing an additional 1,397 shares during the quarter. iShares S&P 100 ETF comprises approximately 0.8% of Avantra Family Wealth Inc.’s portfolio, making the stock its 29th biggest holding. Avantra Family Wealth Inc.’s holdings in iShares S&P 100 ETF were worth $1,000,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. SteelPeak Wealth LLC boosted its position in iShares S&P 100 ETF by 58.5% during the second quarter. SteelPeak Wealth LLC now owns 43,506 shares of the company’s stock worth $13,241,000 after purchasing an additional 16,066 shares during the period. Heck Capital Advisors LLC boosted its position in iShares S&P 100 ETF by 710.7% during the second quarter. Heck Capital Advisors LLC now owns 12,541 shares of the company’s stock worth $3,817,000 after purchasing an additional 10,994 shares during the period. KPP Advisory Services LLC boosted its position in iShares S&P 100 ETF by 11.4% during the second quarter. KPP Advisory Services LLC now owns 7,804 shares of the company’s stock worth $2,375,000 after purchasing an additional 801 shares during the period. Belpointe Asset Management LLC boosted its position in iShares S&P 100 ETF by 32.6% during the second quarter. Belpointe Asset Management LLC now owns 2,837 shares of the company’s stock worth $864,000 after purchasing an additional 697 shares during the period. Finally, Berkshire Money Management Inc. boosted its position in shares of iShares S&P 100 ETF by 47.3% in the second quarter. Berkshire Money Management Inc. now owns 5,994 shares of the company’s stock valued at $1,824,000 after acquiring an additional 1,924 shares during the period.

iShares S&P 100 ETF Trading Up 0.5%

OEF stock opened at $335.50 on Tuesday. The firm has a 50 day moving average of $322.88 and a 200-day moving average of $297.76. iShares S&P 100 ETF has a 12 month low of $232.57 and a 12 month high of $335.87. The firm has a market capitalization of $27.76 billion, a P/E ratio of 27.17 and a beta of 0.99.

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.