iShares Core U.S. REIT ETF (NYSEARCA:USRT) Shares Sold by EP Wealth Advisors LLC

EP Wealth Advisors LLC reduced its stake in iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 53.4% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 7,909 shares of the company’s stock after selling 9,077 shares during the period. EP Wealth Advisors LLC’s holdings in iShares Core U.S. REIT ETF were worth $426,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the stock. Charles Schwab Investment Advisory Inc. boosted its position in iShares Core U.S. REIT ETF by 12.4% in the 4th quarter. Charles Schwab Investment Advisory Inc. now owns 2,687,811 shares of the company’s stock valued at $145,921,000 after buying an additional 295,954 shares during the last quarter. US Bancorp DE boosted its position in iShares Core U.S. REIT ETF by 31.6% in the 4th quarter. US Bancorp DE now owns 2,368,681 shares of the company’s stock valued at $128,596,000 after buying an additional 568,833 shares during the last quarter. Fiducient Advisors LLC boosted its position in iShares Core U.S. REIT ETF by 25.1% in the 4th quarter. Fiducient Advisors LLC now owns 805,668 shares of the company’s stock valued at $43,740,000 after buying an additional 161,645 shares during the last quarter. Choreo LLC boosted its position in iShares Core U.S. REIT ETF by 9.5% in the 4th quarter. Choreo LLC now owns 593,359 shares of the company’s stock valued at $32,213,000 after buying an additional 51,552 shares during the last quarter. Finally, Mission Wealth Management LP boosted its position in iShares Core U.S. REIT ETF by 13.5% in the 1st quarter. Mission Wealth Management LP now owns 522,438 shares of the company’s stock valued at $28,107,000 after buying an additional 62,145 shares during the last quarter.

iShares Core U.S. REIT ETF Trading Up 1.7 %

NYSEARCA:USRT traded up $0.96 on Friday, reaching $56.59. The stock had a trading volume of 134,988 shares, compared to its average volume of 229,091. The company has a 50-day moving average of $53.49 and a 200 day moving average of $52.76. The stock has a market cap of $2.47 billion, a P/E ratio of 26.47 and a beta of 0.97. iShares Core U.S. REIT ETF has a 12-month low of $43.76 and a 12-month high of $57.78.

iShares Core U.S. REIT ETF 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.