Ethos Financial Group LLC Purchases 42,141 Shares of iShares Total Return Active ETF $BRTR

Ethos Financial Group LLC grew its holdings in iShares Total Return Active ETF (NASDAQ:BRTR) by 92.5% in the first quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 87,712 shares of the company’s stock after acquiring an additional 42,141 shares during the quarter. Ethos Financial Group LLC owned 0.79% of iShares Total Return Active ETF worth $4,402,000 as of its most recent SEC filing.

Other institutional investors also recently modified their holdings of the company. Ameriflex Group Inc. bought a new stake in shares of iShares Total Return Active ETF during the 4th quarter valued at $51,000. Arkadios Wealth Advisors bought a new position in shares of iShares Total Return Active ETF in the fourth quarter worth $4,109,000. JPMorgan Chase & Co. raised its stake in iShares Total Return Active ETF by 1,406.0% in the fourth quarter. JPMorgan Chase & Co. now owns 3,232,880 shares of the company’s stock valued at $164,149,000 after purchasing an additional 3,018,219 shares in the last quarter. Greatmark Investment Partners Inc. raised its stake in iShares Total Return Active ETF by 69.9% in the fourth quarter. Greatmark Investment Partners Inc. now owns 6,865 shares of the company’s stock valued at $349,000 after purchasing an additional 2,825 shares in the last quarter. Finally, Farther Finance Advisors LLC lifted its position in iShares Total Return Active ETF by 6,507.1% during the fourth quarter. Farther Finance Advisors LLC now owns 2,775 shares of the company’s stock worth $141,000 after purchasing an additional 2,733 shares during the period.

iShares Total Return Active ETF Trading Up 0.2%

NASDAQ BRTR opened at $49.77 on Wednesday. The firm has a market capitalization of $721.66 million, a price-to-earnings ratio of 22.72 and a beta of 0.16. The firm’s 50 day simple moving average is $50.09 and its 200 day simple moving average is $50.51. iShares Total Return Active ETF has a 1 year low of $49.50 and a 1 year high of $51.68.

iShares Total Return Active ETF Increases Dividend

The company also recently declared a dividend, which was paid on Tuesday, July 7th. Stockholders of record on Wednesday, July 1st were paid a dividend of $0.1914 per share. The ex-dividend date of this dividend was Wednesday, July 1st. This is a positive change from iShares Total Return Active ETF’s previous dividend of $0.19.

iShares Total Return Active ETF Company Profile

The iShares Total Return Active ETF (BRTR) is an exchange-traded fund that mostly invests in broad credit fixed income. The fund is an actively managed ETF that broadly invests in corporate and government fixed income securities from around the world. Securities could be of any maturity while limiting investments in junk bonds to 20%. BRTR was launched on Dec 12, 2023 and is issued by BlackRock.