Sandbox Financial Partners LLC Takes $7.24 Million Position in iShares S&P 100 ETF $OEF

Sandbox Financial Partners LLC acquired a new position in shares of iShares S&P 100 ETF (NYSEARCA:OEF) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund acquired 21,094 shares of the company’s stock, valued at approximately $7,235,000. iShares S&P 100 ETF makes up about 2.0% of Sandbox Financial Partners LLC’s investment portfolio, making the stock its 16th biggest position.

A number of other large investors have also modified their holdings of OEF. Magnus Financial Group LLC raised its holdings in shares of iShares S&P 100 ETF by 4.0% during the 4th quarter. Magnus Financial Group LLC now owns 2,619 shares of the company’s stock valued at $898,000 after buying an additional 100 shares during the period. Harbor Investment Advisory LLC boosted its holdings in iShares S&P 100 ETF by 18.4% in the 4th quarter. Harbor Investment Advisory LLC now owns 880 shares of the company’s stock worth $302,000 after acquiring an additional 137 shares during the period. Retirement Wealth Solutions LLC boosted its holdings in iShares S&P 100 ETF by 2.2% in the 4th quarter. Retirement Wealth Solutions LLC now owns 11,211 shares of the company’s stock worth $3,845,000 after acquiring an additional 240 shares during the period. DecisionMap Wealth Management LLC grew its position in iShares S&P 100 ETF by 22.3% in the fourth quarter. DecisionMap Wealth Management LLC now owns 876 shares of the company’s stock valued at $300,000 after acquiring an additional 160 shares in the last quarter. Finally, TrueWealth Advisors LLC acquired a new stake in iShares S&P 100 ETF in the fourth quarter valued at approximately $216,000.

iShares S&P 100 ETF Stock Down 1.4%

OEF opened at $317.57 on Friday. The firm’s 50 day moving average is $336.92 and its 200-day moving average is $337.43. iShares S&P 100 ETF has a 52-week low of $232.57 and a 52-week high of $349.08. The firm has a market capitalization of $27.20 billion, a P/E 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.