Curtis Wealth Management LLC Buys New Position in iShares S&P 100 ETF $OEF

Curtis Wealth Management LLC bought a new stake in iShares S&P 100 ETF (NYSEARCA:OEF) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 16,810 shares of the company’s stock, valued at approximately $5,777,000. iShares S&P 100 ETF accounts for about 5.1% of Curtis Wealth Management LLC’s investment portfolio, making the stock its 7th biggest position.

A number of other large investors have also recently made changes to their positions in the company. Smith Moore & CO. boosted its position in shares of iShares S&P 100 ETF by 0.8% in the 3rd quarter. Smith Moore & CO. now owns 3,958 shares of the company’s stock valued at $1,317,000 after purchasing an additional 30 shares during the period. Aviance Capital Partners LLC boosted its position in shares of iShares S&P 100 ETF by 0.3% in the 4th quarter. Aviance Capital Partners LLC now owns 10,574 shares of the company’s stock valued at $3,627,000 after purchasing an additional 30 shares during the period. Perfromance Wealth Partners LLC boosted its position in shares of iShares S&P 100 ETF by 4.4% in the 4th quarter. Perfromance Wealth Partners LLC now owns 756 shares of the company’s stock valued at $259,000 after purchasing an additional 32 shares during the period. Beacon Bridge Wealth Partners LLC boosted its position in shares of iShares S&P 100 ETF by 1.9% in the 3rd quarter. Beacon Bridge Wealth Partners LLC now owns 1,758 shares of the company’s stock valued at $585,000 after purchasing an additional 33 shares during the period. Finally, Trust Co. of Vermont boosted its position in shares of iShares S&P 100 ETF by 4.2% in the 4th quarter. Trust Co. of Vermont now owns 816 shares of the company’s stock valued at $280,000 after purchasing an additional 33 shares during the period.

iShares S&P 100 ETF Stock Down 2.9%

Shares of NYSEARCA OEF opened at $364.88 on Friday. iShares S&P 100 ETF has a 52-week low of $290.39 and a 52-week high of $379.02. The business has a 50-day moving average price of $352.41 and a 200 day moving average price of $343.42. The stock has a market cap of $20.14 billion, a PE ratio of 27.17 and a beta of 1.03.

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.