Concurrent Investment Advisors LLC Has $12.82 Million Stock Position in iShares U.S. Aerospace & Defense ETF $ITA

Concurrent Investment Advisors LLC increased its holdings in iShares U.S. Aerospace & Defense ETF (BATS:ITA) by 10.0% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 52,866 shares of the company’s stock after acquiring an additional 4,825 shares during the period. Concurrent Investment Advisors LLC owned about 0.12% of iShares U.S. Aerospace & Defense ETF worth $12,816,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently bought and sold shares of the business. Bogart Wealth LLC raised its stake in shares of iShares U.S. Aerospace & Defense ETF by 447.6% during the 1st quarter. Bogart Wealth LLC now owns 115 shares of the company’s stock worth $25,000 after purchasing an additional 94 shares in the last quarter. Continuum Advisory LLC bought a new stake in iShares U.S. Aerospace & Defense ETF in the second quarter worth approximately $26,000. Clearstead Trust LLC acquired a new position in shares of iShares U.S. Aerospace & Defense ETF during the 1st quarter worth $28,000. SHP Wealth Management acquired a new position in shares of iShares U.S. Aerospace & Defense ETF during the 4th quarter worth $35,000. Finally, Ameriflex Group Inc. raised its holdings in shares of iShares U.S. Aerospace & Defense ETF by 59.8% during the 4th quarter. Ameriflex Group Inc. now owns 179 shares of the company’s stock valued at $38,000 after purchasing an additional 67 shares in the last quarter.

iShares U.S. Aerospace & Defense ETF Trading Down 0.2%

ITA stock opened at $225.61 on Friday. iShares U.S. Aerospace & Defense ETF has a 1 year low of $194.59 and a 1 year high of $256.60. The company has a fifty day simple moving average of $240.15 and a 200 day simple moving average of $233.58. The firm has a market cap of $9.93 billion, a PE ratio of 34.35 and a beta of 0.87.

About iShares U.S. Aerospace & Defense ETF

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). The Index measures the performance of the aerospace and defense sector of the United States equity market. Aerospace companies include manufacturers, assemblers and distributors of aircraft and aircraft parts.