Moisand Fitzgerald Tamayo LLC Has $1.82 Million Stake in iShares Core U.S. REIT ETF (NYSEARCA:USRT)

Posted by Latisha Jones on Jun 29th, 2024

Moisand Fitzgerald Tamayo LLC trimmed its position in iShares Core U.S. REIT ETF (NYSEARCA:USRT – Free Report) by 35.7% during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 33,874 shares of the company’s stock after selling 18,813 shares during the period. Moisand Fitzgerald Tamayo LLC owned approximately 0.08% of iShares Core U.S. REIT ETF worth $1,822,000 at the end of the most recent quarter.

Other institutional investors also recently modified their holdings of the company. Fortitude Family Office LLC bought a new stake in shares of iShares Core U.S. REIT ETF in the fourth quarter valued at about $27,000. Smithfield Trust Co bought a new stake in shares of iShares Core U.S. REIT ETF in the fourth quarter valued at about $28,000. Heritage Wealth Advisors bought a new stake in shares of iShares Core U.S. REIT ETF in the fourth quarter valued at about $31,000. Blue Trust Inc. bought a new stake in shares of iShares Core U.S. REIT ETF in the fourth quarter valued at about $35,000. Finally, Headinvest LLC bought a new stake in shares of iShares Core U.S. REIT ETF in the third quarter valued at about $46,000.

iShares Core U.S. REIT ETF Trading Up 1.1 %

Shares of iShares Core U.S. REIT ETF stock traded up $0.57 during trading on Friday, reaching $53.56. The stock had a trading volume of 249,528 shares, compared to its average volume of 238,190. iShares Core U.S. REIT ETF has a 52 week low of $43.76 and a 52 week high of $55.40. The company has a market capitalization of $2.34 billion, a price-to-earnings ratio of 26.47 and a beta of 0.97. The stock has a fifty day moving average price of $52.03 and a two-hundred day moving average price of $52.61.

iShares Core U.S. REIT ETF Profile

(Free Report)

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.