iShares LifePath Target Date 2065 ETF $ITDI Shares Bought by Heck Capital Advisors LLC

Heck Capital Advisors LLC raised its stake in iShares LifePath Target Date 2065 ETF (NYSEARCA:ITDI) by 30.6% in the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 5,897 shares of the company’s stock after buying an additional 1,381 shares during the period. Heck Capital Advisors LLC’s holdings in iShares LifePath Target Date 2065 ETF were worth $203,000 at the end of the most recent reporting period.

Separately, Cheviot Value Management LLC acquired a new stake in shares of iShares LifePath Target Date 2065 ETF in the 1st quarter worth approximately $138,000.

iShares LifePath Target Date 2065 ETF Price Performance

NYSEARCA ITDI opened at $37.52 on Tuesday. The business has a 50 day moving average price of $36.06 and a 200 day moving average price of $33.72. The company has a market capitalization of $15.01 million, a P/E ratio of 20.19 and a beta of 0.96. iShares LifePath Target Date 2065 ETF has a 1-year low of $27.18 and a 1-year high of $37.54.

iShares LifePath Target Date 2065 ETF Company Profile

The iShares LifePath Target Date 2065 ETF (ITDI) is an exchange-traded fund that mostly invests in target date asset allocation. The fund is an actively managed fund-of-funds that invests in equity, fixed income, and money market ETFs using an asset allocation strategy that shifts exposure as the target retirement date approaches.