iShares U.S. Aerospace & Defense ETF $ITA Stake Lessened by BigSur Wealth Management LLC

BigSur Wealth Management LLC lessened its holdings in iShares U.S. Aerospace & Defense ETF (BATS:ITA) by 17.9% in the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 22,943 shares of the company’s stock after selling 5,010 shares during the period. iShares U.S. Aerospace & Defense ETF comprises approximately 1.2% of BigSur Wealth Management LLC’s portfolio, making the stock its 21st biggest position. BigSur Wealth Management LLC’s holdings in iShares U.S. Aerospace & Defense ETF were worth $4,801,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also modified their holdings of ITA. Atlantic Union Bankshares Corp purchased a new stake in iShares U.S. Aerospace & Defense ETF in the 2nd quarter worth about $31,000. 1 North Wealth Services LLC acquired a new position in shares of iShares U.S. Aerospace & Defense ETF in the 1st quarter valued at about $32,000. Total Investment Management Inc. acquired a new position in shares of iShares U.S. Aerospace & Defense ETF in the 2nd quarter valued at about $35,000. Rialto Wealth Management LLC lifted its position in shares of iShares U.S. Aerospace & Defense ETF by 265.4% in the second quarter. Rialto Wealth Management LLC now owns 190 shares of the company’s stock worth $36,000 after purchasing an additional 138 shares in the last quarter. Finally, WPG Advisers LLC acquired a new stake in shares of iShares U.S. Aerospace & Defense ETF during the first quarter worth approximately $36,000.

iShares U.S. Aerospace & Defense ETF Stock Performance

Shares of ITA opened at $219.36 on Tuesday. The company has a market capitalization of $9.65 billion, a PE ratio of 34.35 and a beta of 0.87. The company’s 50 day moving average price is $208.00 and its 200 day moving average price is $199.81. iShares U.S. Aerospace & Defense ETF has a 52 week low of $129.14 and a 52 week high of $198.47.

iShares U.S. Aerospace & Defense ETF Company 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). The Index measures the performance of the aerospace and defense sector of the United States equity market. Aerospace companies include manufacturers, assemblers and distributors of aircraft and aircraft parts.