BigSur Wealth Management LLC Increases Stake in iShares U.S. Aerospace & Defense ETF (BATS:ITA)

BigSur Wealth Management LLC increased its position in shares of iShares U.S. Aerospace & Defense ETF (BATS:ITA) by 22.2% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 28,895 shares of the company’s stock after buying an additional 5,250 shares during the period. iShares U.S. Aerospace & Defense ETF comprises about 1.2% of BigSur Wealth Management LLC’s portfolio, making the stock its 18th biggest position. BigSur Wealth Management LLC’s holdings in iShares U.S. Aerospace & Defense ETF were worth $4,200,000 at the end of the most recent reporting period.

Several other hedge funds have also recently added to or reduced their stakes in the company. Fairscale Capital LLC acquired a new position in iShares U.S. Aerospace & Defense ETF during the 2nd quarter worth approximately $27,000. Armstrong Advisory Group Inc. grew its stake in shares of iShares U.S. Aerospace & Defense ETF by 200.0% during the fourth quarter. Armstrong Advisory Group Inc. now owns 195 shares of the company’s stock worth $28,000 after purchasing an additional 130 shares in the last quarter. Darwin Wealth Management LLC acquired a new position in shares of iShares U.S. Aerospace & Defense ETF during the third quarter worth $30,000. ORG Partners LLC increased its holdings in iShares U.S. Aerospace & Defense ETF by 2,000.0% in the third quarter. ORG Partners LLC now owns 315 shares of the company’s stock valued at $47,000 after buying an additional 300 shares during the last quarter. Finally, Salem Investment Counselors Inc. raised its stake in 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 buying an additional 240 shares in the last quarter.

iShares U.S. Aerospace & Defense ETF Stock Performance

BATS:ITA opened at $151.76 on Monday. iShares U.S. Aerospace & Defense ETF has a 1 year low of $145.00 and a 1 year high of $206.56. The stock has a market cap of $7.13 billion, a P/E ratio of 29.96 and a beta of 0.60. The stock has a 50-day simple moving average of $149.61 and a 200-day simple moving average of $146.20.

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).