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Bank Hapoalim BM’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Bank Hapoalim BM’s Portfolio ITA Stock Details ITA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,233
Closed -$250K – 161
2022
Q4 		$250K Buy
2,233
+31
+1% +$3.3K 0.03% 149
2022
Q3 		$201K Sell
2,202
-320
-13% -$32.3K 0.03% 160
2022
Q2 		$250K Sell
2,522
-524
-17% -$53.9K 0.03% 162
2022
Q1 		$337K Buy
3,046
+776
+34% +$82.5K 0.04% 168
2021
Q4 		$233K Sell
2,270
-576
-20% -$60.1K 0.02% 227
2021
Q3 		$297K Buy
2,846
+46
+2% +$4.88K 0.03% 206
2021
Q2 		$307K Sell
2,800
-26
-0.9% -$2.8K 0.03% 208
2021
Q1 		$294K Sell
2,826
-334
-11% -$32.6K 0.04% 199
2020
Q4 		$299K Sell
3,160
-62
-2% -$5.45K 0.04% 171
2020
Q3 		$255 Sell
3,222
-2,156
-40% -$177K 0.01% 156
2020
Q2 		$443K Sell
5,378
-500
-9% -$39.4K 0.1% 120
2020
Q1 		$423K Sell
5,878
-173,352
-97% -$17.7M 0.13% 112
2019
Q4 		$19.9M Sell
179,230
-2,572
-1% -$289K 4.37% 5
2019
Q3 		$20.5M Sell
181,802
-2,352
-1% -$257K 5.02% 3
2019
Q2 		$19.7M Buy
184,154
+144,270
+362% +$14.9M 4.84% 3
2019
Q1 		$3.98M Sell
39,884
-4,912
-11% -$480K 0.96% 29
2018
Q4 		$3.87M Sell
44,796
-4,578
-9% -$441K 1.24% 24
2018
Q3 		$5.34M Sell
49,374
-404
-0.8% -$41.6K 1.3% 24
2018
Q2 		$4.79M Buy
49,778
+10,590
+27% +$1.05M 1.31% 20
2018
Q1 		$3.88M Buy
39,188
+19,908
+103% +$1.97M 1.01% 22
2017
Q4 		$1.81K Buy
19,280
+1,142
+6% +$104K 0.4% 51
2017
Q3 		$1.61M Buy
18,138
+1,234
+7% +$104K 0.37% 60
2017
Q2 		$1.33M Buy
16,904
+322
+2% +$24.8K 0.32% 66
2017
Q1 		$1.23M Sell
16,582
-1,390
-8% -$102K 0.29% 74
2016
Q4 		$1.26M Buy
+17,972
New +$1.22M 0.34% 66

Other funds holding ITA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Bank Hapoalim BM's ITA Position: Q1 2023 in Review

Bank Hapoalim BM sold out of iShares US Aerospace & Defense ETF (ITA) in Q1 2023, closing a stake of 2,233 shares — an estimated $250K sold.

Bank Hapoalim BM first reported a position in ITA in Q4 2016 and held it in 25 quarters. The position peaked at $20.5M in Q3 2019. 548 funds tracked by Wall St. Rank hold ITA as of Q1 2023.

  • Bank Hapoalim BM reported no remaining iShares US Aerospace & Defense ETF position as of Q1 2023 after selling out during the quarter.
  • Bank Hapoalim BM sold 2,233 iShares US Aerospace & Defense ETF shares in Q1 2023, an estimated $250K.
  • Bank Hapoalim BM first reported a position in iShares US Aerospace & Defense ETF in Q4 2016 and held it in 25 quarters.
  • Bank Hapoalim BM's iShares US Aerospace & Defense ETF position peaked at $20.5M in Q3 2019.
  • 548 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2023.

Based on Bank Hapoalim BM's 13F filing for Q1 2023, filed 25 Apr 2023.