iShares U.S. Aerospace & Defense ETF (BATS:ITA) Shares Purchased by Concurrent Investment Advisors LLC

Concurrent Investment Advisors LLC lifted its holdings in iShares U.S. Aerospace & Defense ETF (BATS:ITA) by 30.0% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 12,494 shares of the company’s stock after purchasing an additional 2,882 shares during the quarter. Concurrent Investment Advisors LLC’s holdings in iShares U.S. Aerospace & Defense ETF were worth $1,816,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Benjamin Edwards Inc. lifted its position in iShares U.S. Aerospace & Defense ETF by 1,568.6% during the 3rd quarter. Benjamin Edwards Inc. now owns 98,730 shares of the company’s stock worth $14,775,000 after acquiring an additional 92,813 shares during the period. Aptus Capital Advisors LLC lifted its position in iShares U.S. Aerospace & Defense ETF by 11,712.6% during the 3rd quarter. Aptus Capital Advisors LLC now owns 73,829 shares of the company’s stock worth $11,048,000 after acquiring an additional 73,204 shares during the period. LPL Financial LLC lifted its position in iShares U.S. Aerospace & Defense ETF by 7.6% during the 3rd quarter. LPL Financial LLC now owns 973,776 shares of the company’s stock worth $145,716,000 after acquiring an additional 69,091 shares during the period. Wealth Enhancement Advisory Services LLC lifted its position in iShares U.S. Aerospace & Defense ETF by 96.9% during the 3rd quarter. Wealth Enhancement Advisory Services LLC now owns 98,619 shares of the company’s stock worth $14,757,000 after acquiring an additional 48,545 shares during the period. Finally, Littlejohn Financial Services Inc. acquired a new stake in iShares U.S. Aerospace & Defense ETF during the 4th quarter worth about $4,630,000.

iShares U.S. Aerospace & Defense ETF Stock Performance

Shares of ITA opened at $149.30 on Friday. The stock has a 50-day moving average of $151.05 and a two-hundred day moving average of $149.35. iShares U.S. Aerospace & Defense ETF has a one year low of $145.00 and a one year high of $206.56. The stock has a market cap of $7.02 billion, a P/E ratio of 29.96 and a beta of 0.60.

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).