iShares Core U.S. REIT ETF (NYSEARCA:USRT) Shares Acquired by Rodgers & Associates LTD

Rodgers & Associates LTD lifted its holdings in iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 24.5% in the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 297,275 shares of the company’s stock after purchasing an additional 58,534 shares during the quarter. iShares Core U.S. REIT ETF comprises about 2.0% of Rodgers & Associates LTD’s portfolio, making the stock its 16th biggest position. Rodgers & Associates LTD owned approximately 0.68% of iShares Core U.S. REIT ETF worth $17,037,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in USRT. RFG Advisory LLC grew its position in iShares Core U.S. REIT ETF by 25.1% during the 4th quarter. RFG Advisory LLC now owns 17,242 shares of the company’s stock worth $988,000 after purchasing an additional 3,456 shares during the last quarter. Brighton Jones LLC purchased a new position in shares of iShares Core U.S. REIT ETF in the fourth quarter worth $660,000. IVC Wealth Advisors LLC lifted its stake in shares of iShares Core U.S. REIT ETF by 26.0% during the fourth quarter. IVC Wealth Advisors LLC now owns 4,696 shares of the company’s stock worth $269,000 after buying an additional 970 shares during the period. Avior Wealth Management LLC grew its holdings in shares of iShares Core U.S. REIT ETF by 47.1% during the fourth quarter. Avior Wealth Management LLC now owns 2,300 shares of the company’s stock valued at $132,000 after buying an additional 736 shares during the last quarter. Finally, Independent Wealth Network Inc. increased its position in shares of iShares Core U.S. REIT ETF by 1.7% in the 4th quarter. Independent Wealth Network Inc. now owns 42,439 shares of the company’s stock valued at $2,432,000 after acquiring an additional 705 shares during the period.

iShares Core U.S. REIT ETF Price Performance

Shares of USRT stock opened at $57.89 on Friday. The business has a fifty day moving average of $58.77 and a 200 day moving average of $59.17. iShares Core U.S. REIT ETF has a 1 year low of $49.12 and a 1 year high of $63.22. The firm has a market capitalization of $2.52 billion, a price-to-earnings ratio of 26.47 and a beta of 0.97.

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.