Perigon Wealth Management LLC Grows Stock Holdings in iShares S&P 100 ETF $OEF

Perigon Wealth Management LLC boosted its stake in shares of iShares S&P 100 ETF (NYSEARCA:OEF) by 90.3% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 63,352 shares of the company’s stock after purchasing an additional 30,062 shares during the period. Perigon Wealth Management LLC owned about 0.08% of iShares S&P 100 ETF worth $21,086,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the stock. Envestnet Asset Management Inc. lifted its holdings in shares of iShares S&P 100 ETF by 43.6% during the 2nd quarter. Envestnet Asset Management Inc. now owns 5,889,620 shares of the company’s stock valued at $1,792,479,000 after buying an additional 1,786,908 shares during the period. Focus Partners Wealth increased its position in iShares S&P 100 ETF by 3,712.4% during the first quarter. Focus Partners Wealth now owns 763,435 shares of the company’s stock valued at $206,761,000 after acquiring an additional 743,410 shares during the last quarter. CWM LLC lifted its holdings in iShares S&P 100 ETF by 127.5% in the third quarter. CWM LLC now owns 1,163,773 shares of the company’s stock valued at $387,350,000 after acquiring an additional 652,134 shares during the period. Park Avenue Securities LLC bought a new position in iShares S&P 100 ETF in the second quarter valued at about $170,962,000. Finally, SoundView Advisors Inc. purchased a new position in iShares S&P 100 ETF in the third quarter worth about $182,139,000.

iShares S&P 100 ETF Stock Down 0.0%

NYSEARCA OEF opened at $346.76 on Friday. The firm has a market capitalization of $29.32 billion, a P/E ratio of 27.17 and a beta of 1.00. The company has a 50-day moving average price of $341.33 and a 200-day moving average price of $325.37. iShares S&P 100 ETF has a 52 week low of $232.57 and a 52 week high of $349.08.

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.