CM Wealth Advisors LLC Has $84.81 Million Holdings in iShares S&P 100 ETF $OEF

by · The Cerbat Gem

CM Wealth Advisors LLC grew its holdings in iShares S&P 100 ETF (NYSEARCA:OEF – Free Report) by 0.6% during the fourth quarter, Holdings Channel.com reports. The firm owned 247,292 shares of the company’s stock after acquiring an additional 1,563 shares during the period. iShares S&P 100 ETF accounts for about 19.2% of CM Wealth Advisors LLC’s portfolio, making the stock its largest position. CM Wealth Advisors LLC’s holdings in iShares S&P 100 ETF were worth $84,814,000 at the end of the most recent reporting period.

Other large investors also recently made changes to their positions in the company. First Trust Advisors LP increased its stake in shares of iShares S&P 100 ETF by 84.9% in the second quarter. First Trust Advisors LP now owns 5,736 shares of the company’s stock valued at $1,746,000 after buying an additional 2,633 shares in the last quarter. Qube Research & Technologies Ltd grew its holdings in iShares S&P 100 ETF by 78.4% during the 2nd quarter. Qube Research & Technologies Ltd now owns 2,233 shares of the company’s stock worth $680,000 after acquiring an additional 981 shares during the last quarter. HUB Investment Partners LLC bought a new stake in iShares S&P 100 ETF during the 2nd quarter worth about $209,000. Diversify Advisory Services LLC increased its position in iShares S&P 100 ETF by 3.5% in the 2nd quarter. Diversify Advisory Services LLC now owns 3,970 shares of the company’s stock valued at $1,269,000 after acquiring an additional 135 shares in the last quarter. Finally, Darwin Wealth Management LLC acquired a new stake in iShares S&P 100 ETF in the 2nd quarter valued at about $1,269,000.

iShares S&P 100 ETF Trading Up 0.1%

Shares of NYSEARCA OEF opened at $345.58 on Friday. iShares S&P 100 ETF has a 1-year low of $245.47 and a 1-year high of $349.08. The company has a 50-day moving average of $330.45 and a two-hundred day moving average of $337.04. The company has a market cap of $19.09 billion, a PE ratio of 27.17 and a beta of 1.02.

iShares S&P 100 ETF Profile

(Free Report)

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.

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