Aspen Wealth Management LLC Acquires New Holdings in iShares Core U.S. REIT ETF $USRT

Aspen Wealth Management LLC bought a new position in iShares Core U.S. REIT ETF (NYSEARCA:USRT) during the 3rd quarter, according to its most recent filing with the SEC. The institutional investor bought 37,016 shares of the company’s stock, valued at approximately $2,279,000. Aspen Wealth Management LLC owned approximately 0.05% of iShares Core U.S. REIT ETF at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Beam Wealth Advisors Inc. grew its position in shares of iShares Core U.S. REIT ETF by 1.6% during the 1st quarter. Beam Wealth Advisors Inc. now owns 10,400 shares of the company’s stock valued at $616,000 after purchasing an additional 160 shares in the last quarter. HB Wealth Management LLC raised its position in shares of iShares Core U.S. REIT ETF by 1.7% in the second quarter. HB Wealth Management LLC now owns 9,985 shares of the company’s stock worth $664,000 after buying an additional 171 shares in the last quarter. Insight Advisors LLC PA increased its stake in iShares Core U.S. REIT ETF by 1.7% in the 1st quarter. Insight Advisors LLC PA now owns 11,050 shares of the company’s stock worth $654,000 after acquiring an additional 184 shares during the last quarter. HORAN Wealth LLC grew its stake in iShares Core U.S. REIT ETF by 5.0% in the 2nd quarter. HORAN Wealth LLC now owns 4,094 shares of the company’s stock worth $272,000 after buying an additional 195 shares in the last quarter. Finally, Waverly Advisors LLC grew its stake in iShares Core U.S. REIT ETF by 0.3% in the 2nd quarter. Waverly Advisors LLC now owns 63,069 shares of the company’s stock worth $4,191,000 after buying an additional 217 shares in the last quarter.

iShares Core U.S. REIT ETF Price Performance

NYSEARCA USRT traded down $0.39 during trading hours on Wednesday, reaching $61.62. 680,929 shares of the stock traded hands, compared to its average volume of 580,139. iShares Core U.S. REIT ETF has a 1 year low of $56.44 and a 1 year high of $70.09. The stock has a 50 day simple moving average of $64.55 and a two-hundred day simple moving average of $64.91. The company has a market cap of $4.20 billion, a price-to-earnings ratio of 35.32 and a beta of 0.95.

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.