Heritage Financial Services LLC Buys 30,408 Shares of 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 4.1% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 764,424 shares of the company’s stock after buying an additional 30,408 shares during the period. iShares Core U.S. REIT ETF makes up approximately 5.8% of Heritage Financial Services LLC’s investment portfolio, making the stock its 5th biggest holding. Heritage Financial Services LLC owned 1.75% of iShares Core U.S. REIT ETF worth $43,809,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Fifth Third Bancorp purchased a new position in iShares Core U.S. REIT ETF during the 4th quarter worth approximately $25,000. Focused Wealth Management Inc acquired a new stake in shares of iShares Core U.S. REIT ETF in the third quarter worth $30,000. Sanctuary Wealth Management L.L.C. purchased a new position in shares of iShares Core U.S. REIT ETF during the third quarter worth $50,000. Synergy Asset Management LLC acquired a new position in iShares Core U.S. REIT ETF during the fourth quarter valued at $54,000. Finally, Private Trust Co. NA boosted its holdings in iShares Core U.S. REIT ETF by 496.0% in the third quarter. Private Trust Co. NA now owns 1,049 shares of the company’s stock valued at $65,000 after purchasing an additional 873 shares during the last quarter.

iShares Core U.S. REIT ETF Stock Up 1.5 %

Shares of USRT opened at $58.01 on Friday. The stock’s 50-day moving average price is $58.52 and its 200-day moving average price is $59.29. iShares Core U.S. REIT ETF has a 52 week low of $49.12 and a 52 week high of $63.22. The company has a market capitalization of $2.53 billion, a price-to-earnings ratio of 26.47 and a beta of 0.97.

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.