Forthright Family Wealth Advisory LLC Has $3.41 Million Stake in iShares S&P 100 ETF (NYSEARCA:OEF)

Forthright Family Wealth Advisory LLC reduced its holdings in iShares S&P 100 ETF (NYSEARCA:OEF) by 17.6% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 11,535 shares of the company’s stock after selling 2,466 shares during the period. iShares S&P 100 ETF accounts for about 2.1% of Forthright Family Wealth Advisory LLC’s portfolio, making the stock its 12th largest holding. Forthright Family Wealth Advisory LLC’s holdings in iShares S&P 100 ETF were worth $3,414,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently added to or reduced their stakes in the business. Hershey Financial Advisers LLC bought a new position in shares of iShares S&P 100 ETF in the 2nd quarter valued at about $29,000. NBT Bank N A NY grew its stake in iShares S&P 100 ETF by 1,542.9% in the second quarter. NBT Bank N A NY now owns 115 shares of the company’s stock valued at $30,000 after purchasing an additional 108 shares in the last quarter. Cullen Frost Bankers Inc. acquired a new position in shares of iShares S&P 100 ETF during the 2nd quarter worth approximately $37,000. Hantz Financial Services Inc. raised its stake in shares of iShares S&P 100 ETF by 96.7% during the 3rd quarter. Hantz Financial Services Inc. now owns 177 shares of the company’s stock worth $49,000 after purchasing an additional 87 shares in the last quarter. Finally, Eastern Bank bought a new stake in shares of iShares S&P 100 ETF during the 3rd quarter worth approximately $69,000.

iShares S&P 100 ETF Stock Up 0.6 %

Shares of NYSEARCA:OEF traded up $1.73 during midday trading on Friday, hitting $297.36. The stock had a trading volume of 20,631 shares, compared to its average volume of 266,868. The company has a market cap of $14.33 billion, a P/E ratio of 28.76 and a beta of 1.04. iShares S&P 100 ETF has a 12 month low of $219.38 and a 12 month high of $297.76. The business’s 50-day simple moving average is $285.12 and its 200-day simple moving average is $272.30.

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.