Heritage Oak Wealth Advisors LLC Takes Position in iShares U.S. Aerospace & Defense ETF (BATS:ITA)

Heritage Oak Wealth Advisors LLC acquired a new stake in shares of iShares U.S. Aerospace & Defense ETF (BATS:ITA) during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 7,906 shares of the company’s stock, valued at approximately $1,044,000.

Other hedge funds have also recently modified their holdings of the company. Raymond James & Associates increased its holdings in shares of iShares U.S. Aerospace & Defense ETF by 12.4% during the second quarter. Raymond James & Associates now owns 246,200 shares of the company’s stock valued at $32,511,000 after acquiring an additional 27,071 shares in the last quarter. Miracle Mile Advisors LLC boosted its position in iShares U.S. Aerospace & Defense ETF by 9.1% in the second quarter. Miracle Mile Advisors LLC now owns 2,394 shares of the company’s stock valued at $316,000 after buying an additional 200 shares during the last quarter. Stephens Inc. AR boosted its position in iShares U.S. Aerospace & Defense ETF by 41.3% in the fourth quarter. Stephens Inc. AR now owns 11,264 shares of the company’s stock valued at $1,426,000 after buying an additional 3,293 shares during the last quarter. Envestnet Asset Management Inc. boosted its position in iShares U.S. Aerospace & Defense ETF by 63.1% in the fourth quarter. Envestnet Asset Management Inc. now owns 478,181 shares of the company’s stock valued at $60,538,000 after buying an additional 184,937 shares during the last quarter. Finally, Opal Wealth Advisors LLC purchased a new stake in iShares U.S. Aerospace & Defense ETF in the second quarter valued at approximately $28,000.

iShares U.S. Aerospace & Defense ETF Stock Up 0.8 %

Shares of BATS ITA opened at $149.65 on Tuesday. The business’s 50 day moving average price is $143.32 and its 200 day moving average price is $136.32. The firm has a market cap of $7.03 billion, a P/E ratio of 29.96 and a beta of 0.60. iShares U.S. Aerospace & Defense ETF has a 52 week low of $145.00 and a 52 week high of $206.56.

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).