iShares S&P 100 ETF $OEF Shares Acquired by Synergy Investment Management LLC

Synergy Investment Management LLC increased its stake in shares of iShares S&P 100 ETF (NYSEARCA:OEF) by 16.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 25,533 shares of the company’s stock after buying an additional 3,647 shares during the quarter. iShares S&P 100 ETF comprises about 3.1% of Synergy Investment Management LLC’s holdings, making the stock its 8th largest position. Synergy Investment Management LLC’s holdings in iShares S&P 100 ETF were worth $8,757,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also recently added to or reduced their stakes in the company. Physician Wealth Advisors Inc. grew its stake in shares of 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 valued at $27,000 after purchasing an additional 35 shares during the last quarter. Lodestone Wealth Management LLC acquired a new position in shares of iShares S&P 100 ETF in the fourth quarter valued at approximately $34,000. Sage Mountain Advisors LLC raised its stake in shares of iShares S&P 100 ETF by 125.5% during the third quarter. Sage Mountain Advisors LLC now owns 106 shares of the company’s stock worth $35,000 after purchasing an additional 59 shares during the last quarter. Optima Capital LLC purchased a new stake in shares of iShares S&P 100 ETF during the fourth quarter worth approximately $39,000. Finally, First Command Advisory Services Inc. acquired a new stake in shares of iShares S&P 100 ETF during the third quarter worth $39,000.

iShares S&P 100 ETF Price Performance

NYSEARCA:OEF opened at $368.82 on Tuesday. The firm has a market cap of $20.36 billion, a price-to-earnings ratio of 27.17 and a beta of 1.02. The firm’s fifty day moving average price is $339.35 and its 200 day moving average price is $340.44. iShares S&P 100 ETF has a 1-year low of $280.67 and a 1-year high of $374.64.

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.