Rockbridge Investment Management LCC Purchases 8,094 Shares of iShares Core U.S. REIT ETF $USRT

Rockbridge Investment Management LCC lifted its position in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 3.1% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 273,034 shares of the company’s stock after buying an additional 8,094 shares during the period. iShares Core U.S. REIT ETF comprises about 1.6% of Rockbridge Investment Management LCC’s investment portfolio, making the stock its 13th largest holding. Rockbridge Investment Management LCC owned 0.50% of iShares Core U.S. REIT ETF worth $16,033,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also bought and sold shares of the company. Cornerstone Management Inc. grew its holdings in shares of iShares Core U.S. REIT ETF by 16.1% in the 3rd quarter. Cornerstone Management Inc. now owns 147,076 shares of the company’s stock valued at $8,636,000 after acquiring an additional 20,449 shares in the last quarter. Biltmore Wealth Management LLC boosted its position in iShares Core U.S. REIT ETF by 5.3% during the third quarter. Biltmore Wealth Management LLC now owns 209,326 shares of the company’s stock valued at $12,292,000 after purchasing an additional 10,537 shares during the last quarter. Earned Wealth Advisors LLC grew its stake in iShares Core U.S. REIT ETF by 20.0% in the third quarter. Earned Wealth Advisors LLC now owns 82,189 shares of the company’s stock valued at $4,826,000 after purchasing an additional 13,682 shares in the last quarter. Envestnet Asset Management Inc. grew its stake in iShares Core U.S. REIT ETF by 15.5% in the second quarter. Envestnet Asset Management Inc. now owns 459,255 shares of the company’s stock valued at $25,975,000 after purchasing an additional 61,716 shares in the last quarter. Finally, Cerity Partners LLC increased its position in shares of iShares Core U.S. REIT ETF by 3.7% during the 3rd quarter. Cerity Partners LLC now owns 870,659 shares of the company’s stock worth $51,125,000 after purchasing an additional 31,328 shares during the last quarter.

iShares Core U.S. REIT ETF Trading Down 0.1%

NYSEARCA USRT opened at $63.20 on Monday. The company has a market cap of $3.60 billion, a PE ratio of 35.32 and a beta of 1.02. iShares Core U.S. REIT ETF has a 12 month low of $48.47 and a 12 month high of $63.72. The stock has a 50 day moving average of $59.31 and a 200-day moving average of $58.47.

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.