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Livelsberger Financial Advisory’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Livelsberger Financial Advisory’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
2024
Q1 		– Sell
-50
Closed -$6.33K – 99
2023
Q4 		$6.33K Buy
+50
New +$5.77K 0.01% 330

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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Livelsberger Financial Advisory's ITA Position: Q1 2024 in Review

Livelsberger Financial Advisory sold out of iShares US Aerospace & Defense ETF (ITA) in Q1 2024, closing a stake of 50 shares — an estimated $6.33K sold.

Livelsberger Financial Advisory first reported a position in ITA in Q4 2023 and held it in 1 quarter. The position peaked at $6.33K in Q4 2023. 615 funds tracked by Wall St. Rank hold ITA as of Q1 2024.

  • Livelsberger Financial Advisory reported no remaining iShares US Aerospace & Defense ETF position as of Q1 2024 after selling out during the quarter.
  • Livelsberger Financial Advisory sold 50 iShares US Aerospace & Defense ETF shares in Q1 2024, an estimated $6.33K.
  • Livelsberger Financial Advisory first reported a position in iShares US Aerospace & Defense ETF in Q4 2023 and held it in 1 quarter.
  • Livelsberger Financial Advisory's iShares US Aerospace & Defense ETF position peaked at $6.33K in Q4 2023.
  • 615 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2024.

Based on Livelsberger Financial Advisory's 13F filing for Q1 2024, filed 22 May 2024.