Trademark Financial Management LLC Has $793,000 Holdings in iShares S&P 100 ETF $OEF

Trademark Financial Management LLC raised its holdings in iShares S&P 100 ETF (NYSEARCA:OEF) by 291.4% during the first quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 2,493 shares of the company’s stock after acquiring an additional 1,856 shares during the period. Trademark Financial Management LLC’s holdings in iShares S&P 100 ETF were worth $793,000 at the end of the most recent quarter.

Other institutional investors have also recently bought and sold shares of the company. BlueCrest Capital Management Ltd acquired a new stake in shares of iShares S&P 100 ETF in the 3rd quarter valued at approximately $307,934,000. Northwestern Mutual Wealth Management Co. increased its position in iShares S&P 100 ETF by 203.3% during the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 1,282,015 shares of the company’s stock worth $439,693,000 after purchasing an additional 859,264 shares in the last quarter. Quantum Financial Advisors LLC bought a new position in iShares S&P 100 ETF in the 4th quarter valued at approximately $125,913,000. LPL Financial LLC lifted its stake in iShares S&P 100 ETF by 6.9% in the 4th quarter. LPL Financial LLC now owns 4,530,269 shares of the company’s stock valued at $1,553,746,000 after purchasing an additional 290,930 shares during the last quarter. Finally, Orion Porfolio Solutions LLC boosted its position in iShares S&P 100 ETF by 1,097.1% in the second quarter. Orion Porfolio Solutions LLC now owns 315,175 shares of the company’s stock valued at $95,924,000 after buying an additional 288,847 shares in the last quarter.

iShares S&P 100 ETF Stock Performance

NYSEARCA OEF opened at $366.08 on Friday. The firm’s fifty day moving average price is $365.50 and its two-hundred day moving average price is $346.58. The stock has a market cap of $20.04 billion, a PE ratio of 27.17 and a beta of 1.03. iShares S&P 100 ETF has a fifty-two week low of $304.12 and a fifty-two week high of $379.02.

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.