Lake Street Private Wealth LLC Boosts Stock Holdings in iShares U.S. Aerospace & Defense ETF (BATS:ITA)

Lake Street Private Wealth LLC boosted its position in iShares U.S. Aerospace & Defense ETF (BATS:ITA) by 125.9% in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 3,206 shares of the company’s stock after buying an additional 1,787 shares during the quarter. Lake Street Private Wealth LLC’s holdings in iShares U.S. Aerospace & Defense ETF were worth $466,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also recently made changes to their positions in ITA. TrueWealth Advisors LLC increased its holdings in iShares U.S. Aerospace & Defense ETF by 94.2% in the 4th quarter. TrueWealth Advisors LLC now owns 2,668 shares of the company’s stock worth $388,000 after acquiring an additional 1,294 shares during the last quarter. Merit Financial Group LLC boosted its position in iShares U.S. Aerospace & Defense ETF by 9.4% during the fourth quarter. Merit Financial Group LLC now owns 21,484 shares of the company’s stock worth $3,123,000 after purchasing an additional 1,840 shares during the period. Grant GrossMendelsohn LLC purchased a new position in shares of iShares U.S. Aerospace & Defense ETF in the fourth quarter worth about $639,000. Certified Advisory Corp raised its position in shares of iShares U.S. Aerospace & Defense ETF by 141.9% in the fourth quarter. Certified Advisory Corp now owns 6,729 shares of the company’s stock valued at $978,000 after purchasing an additional 3,947 shares during the period. Finally, Ritholtz Wealth Management lifted its stake in shares of iShares U.S. Aerospace & Defense ETF by 12.0% during the 4th quarter. Ritholtz Wealth Management now owns 2,481 shares of the company’s stock valued at $361,000 after buying an additional 266 shares in the last quarter.

iShares U.S. Aerospace & Defense ETF Trading Up 2.5 %

iShares U.S. Aerospace & Defense ETF stock opened at $151.76 on Friday. The firm has a 50 day simple moving average of $149.61 and a 200 day simple moving average of $146.11. iShares U.S. Aerospace & Defense ETF has a 1-year low of $145.00 and a 1-year high of $206.56. The firm has a market capitalization of $7.13 billion, a price-to-earnings 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).