iShares U.S. Aerospace & Defense ETF (BATS:ITA) Shares Purchased by BigSur Wealth Management LLC

BigSur Wealth Management LLC raised its position in iShares U.S. Aerospace & Defense ETF (BATS:ITA) by 22.2% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 28,895 shares of the company’s stock after purchasing an additional 5,250 shares during the quarter. iShares U.S. Aerospace & Defense ETF accounts for approximately 1.2% of BigSur Wealth Management LLC’s portfolio, making the stock its 18th largest position. BigSur Wealth Management LLC owned about 0.06% of iShares U.S. Aerospace & Defense ETF worth $4,200,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also modified their holdings of ITA. Fairscale Capital LLC purchased a new stake in shares of iShares U.S. Aerospace & Defense ETF in the 2nd quarter valued at $27,000. Armstrong Advisory Group Inc. grew its position in iShares U.S. Aerospace & Defense ETF by 200.0% in the 4th quarter. Armstrong Advisory Group Inc. now owns 195 shares of the company’s stock valued at $28,000 after acquiring an additional 130 shares in the last quarter. Darwin Wealth Management LLC purchased a new stake in iShares U.S. Aerospace & Defense ETF during the third quarter worth about $30,000. ORG Partners LLC lifted its position in shares of iShares U.S. Aerospace & Defense ETF by 2,000.0% during the third quarter. ORG Partners LLC now owns 315 shares of the company’s stock worth $47,000 after purchasing an additional 300 shares in the last quarter. Finally, Salem Investment Counselors Inc. boosted its stake in shares of iShares U.S. Aerospace & Defense ETF by 300.0% in the fourth quarter. Salem Investment Counselors Inc. now owns 320 shares of the company’s stock valued at $47,000 after purchasing an additional 240 shares during the period.

iShares U.S. Aerospace & Defense ETF Stock Performance

Shares of ITA stock opened at $151.76 on Monday. The stock has a market capitalization of $7.13 billion, a P/E ratio of 29.96 and a beta of 0.60. iShares U.S. Aerospace & Defense ETF has a fifty-two week low of $145.00 and a fifty-two week high of $206.56. The company has a 50 day moving average price of $149.61 and a 200 day moving average price of $146.20.

iShares U.S. Aerospace & Defense ETF Profile

iShares U.S. Aerospace & Defense ETF, formerly iShares Dow Jones U.S. Aerospace & Defense 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 Dow Jones U.S. Select Aerospace & Defense Index (the Index).