iShares Core U.S. REIT ETF (NYSEARCA:USRT) Shares Acquired by Walter & Keenan Wealth Management LLC IN ADV

Walter & Keenan Wealth Management LLC IN ADV boosted its stake in iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 7.8% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 18,054 shares of the company’s stock after acquiring an additional 1,303 shares during the period. Walter & Keenan Wealth Management LLC IN ADV’s holdings in iShares Core U.S. REIT ETF were worth $1,035,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in USRT. Truist Financial Corp increased its holdings in shares of iShares Core U.S. REIT ETF by 4.5% in the second quarter. Truist Financial Corp now owns 12,786 shares of the company’s stock valued at $685,000 after purchasing an additional 552 shares during the period. Simplicity Wealth LLC grew its position in iShares Core U.S. REIT ETF by 78.0% in the 3rd quarter. Simplicity Wealth LLC now owns 19,244 shares of the company’s stock valued at $1,185,000 after buying an additional 8,432 shares during the last quarter. Concourse Financial Group Securities Inc. increased its stake in iShares Core U.S. REIT ETF by 15.1% in the 3rd quarter. Concourse Financial Group Securities Inc. now owns 3,019 shares of the company’s stock valued at $186,000 after buying an additional 395 shares during the period. Redhawk Wealth Advisors Inc. purchased a new position in iShares Core U.S. REIT ETF during the 3rd quarter worth $1,149,000. Finally, ERn Financial LLC lifted its stake in shares of iShares Core U.S. REIT ETF by 0.7% in the 3rd quarter. ERn Financial LLC now owns 181,723 shares of the company’s stock worth $11,189,000 after acquiring an additional 1,300 shares during the period.

iShares Core U.S. REIT ETF Stock Down 0.3 %

Shares of iShares Core U.S. REIT ETF stock opened at $58.53 on Monday. The firm has a market cap of $2.55 billion, a price-to-earnings ratio of 26.47 and a beta of 0.97. iShares Core U.S. REIT ETF has a 52-week low of $49.12 and a 52-week high of $63.22. The company’s 50-day simple moving average is $58.03 and its 200-day simple moving average is $59.40.

iShares Core U.S. REIT ETF Company 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.