Heritage Financial Services LLC Has $38.31 Million Holdings in iShares Core U.S. REIT ETF (NYSEARCA:USRT)

Heritage Financial Services LLC lifted its stake in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 7.6% during the second quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 715,170 shares of the company’s stock after purchasing an additional 50,814 shares during the quarter. iShares Core U.S. REIT ETF comprises 5.5% of Heritage Financial Services LLC’s investment portfolio, making the stock its 5th biggest holding. Heritage Financial Services LLC owned about 1.64% of iShares Core U.S. REIT ETF worth $38,305,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors also recently made changes to their positions in the company. SageView Advisory Group LLC bought a new position in iShares Core U.S. REIT ETF in the fourth quarter worth approximately $246,000. Element Wealth LLC lifted its holdings in shares of iShares Core U.S. REIT ETF by 130.4% in the 4th quarter. Element Wealth LLC now owns 1,940 shares of the company’s stock worth $105,000 after purchasing an additional 1,098 shares in the last quarter. Cape Investment Advisory Inc. lifted its holdings in shares of iShares Core U.S. REIT ETF by 77.0% in the 4th quarter. Cape Investment Advisory Inc. now owns 892 shares of the company’s stock worth $48,000 after purchasing an additional 388 shares in the last quarter. One Day In July LLC grew its position in iShares Core U.S. REIT ETF by 30.0% in the 4th quarter. One Day In July LLC now owns 6,381 shares of the company’s stock valued at $346,000 after purchasing an additional 1,472 shares during the period. Finally, ORBA Wealth Advisors L.L.C. bought a new stake in iShares Core U.S. REIT ETF during the 4th quarter valued at $294,000.

iShares Core U.S. REIT ETF Stock Performance

Shares of iShares Core U.S. REIT ETF stock traded up $0.27 during trading hours on Thursday, reaching $58.99. The company’s stock had a trading volume of 187,538 shares, compared to its average volume of 228,800. The company has a market capitalization of $2.57 billion, a P/E ratio of 26.47 and a beta of 0.97. The stock’s fifty day simple moving average is $55.48 and its two-hundred day simple moving average is $53.33. iShares Core U.S. REIT ETF has a one year low of $43.76 and a one year high of $59.01.

iShares Core U.S. REIT ETF Profile

The iShares Core U.S. REIT ETF (USRT) is an exchange-traded fund that is based on the FTSE Nareit \u002F Equity REITs – INV index, a market-cap-weighted index of US-listed REITs USRT was launched on May 1, 2007 and is managed by BlackRock.