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


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AE Wealth Management LLC lifted its holdings in shares of iShares U.S. Aerospace & Defense ETF (BATS:ITA) by 1,346.4% in the 1st quarter, according to its most recent Form 13F filing with the SEC. The firm owned 42,294 shares of the company’s stock after buying an additional 39,370 shares during the period. AE Wealth Management LLC’s holdings in iShares U.S. Aerospace & Defense ETF were worth $4,403,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also made changes to their positions in the company. Janney Montgomery Scott LLC boosted its stake in shares of iShares U.S. Aerospace & Defense ETF by 82.8% during the fourth quarter. Janney Montgomery Scott LLC now owns 30,574 shares of the company’s stock worth $2,896,000 after buying an additional 13,848 shares during the period. Phoenix Wealth Advisors purchased a new position in iShares U.S. Aerospace & Defense ETF during the fourth quarter worth about $34,000. Financial Advocates Investment Management raised its holdings in iShares U.S. Aerospace & Defense ETF by 180.4% during the fourth quarter. Financial Advocates Investment Management now owns 19,888 shares of the company’s stock worth $1,717,000 after purchasing an additional 12,796 shares in the last quarter. Crescent Grove Advisors LLC raised its holdings in iShares U.S. Aerospace & Defense ETF by 41.0% during the fourth quarter. Crescent Grove Advisors LLC now owns 5,910 shares of the company’s stock worth $560,000 after purchasing an additional 1,718 shares in the last quarter. Finally, Lincoln National Corp raised its holdings in iShares U.S. Aerospace & Defense ETF by 96.1% during the fourth quarter. Lincoln National Corp now owns 8,305 shares of the company’s stock worth $786,000 after purchasing an additional 4,069 shares in the last quarter.

BATS ITA opened at $106.95 on Tuesday. iShares U.S. Aerospace & Defense ETF has a 52-week low of $145.00 and a 52-week high of $206.56. The firm has a 50-day moving average price of $104.79 and a 200 day moving average price of $97.04.

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).

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Want to see what other hedge funds are holding ITA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares U.S. Aerospace & Defense ETF (BATS:ITA).

Institutional Ownership by Quarter for iShares U.S. Aerospace & Defense ETF (BATS:ITA)

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