iShares Core U.S. REIT ETF (NYSEARCA:USRT) Shares Sold by Marshall Financial Group Inc. ADV

Marshall Financial Group Inc. ADV lessened its holdings in iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 3.9% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 107,436 shares of the company’s stock after selling 4,415 shares during the period. iShares Core U.S. REIT ETF makes up 1.9% of Marshall Financial Group Inc. ADV’s investment portfolio, making the stock its 15th largest position. Marshall Financial Group Inc. ADV’s holdings in iShares Core U.S. REIT ETF were worth $6,157,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of USRT. Avior Wealth Management LLC lifted its position 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 worth $132,000 after purchasing an additional 736 shares in the last quarter. Park Avenue Securities LLC acquired a new position in iShares Core U.S. REIT ETF in the fourth quarter valued at approximately $478,000. JPMorgan Chase & Co. increased its stake in iShares Core U.S. REIT ETF by 1.0% in the third quarter. JPMorgan Chase & Co. now owns 299,373 shares of the company’s stock valued at $18,432,000 after purchasing an additional 3,059 shares during the last quarter. State Street Corp raised its holdings in iShares Core U.S. REIT ETF by 27.7% during the third quarter. State Street Corp now owns 41,900 shares of the company’s stock worth $2,580,000 after purchasing an additional 9,100 shares in the last quarter. Finally, FMR LLC raised its holdings in iShares Core U.S. REIT ETF by 250.3% during the third quarter. FMR LLC now owns 5,549 shares of the company’s stock worth $342,000 after purchasing an additional 3,965 shares in the last quarter.

iShares Core U.S. REIT ETF Stock Down 0.3 %

Shares of NYSEARCA USRT opened at $57.84 on Monday. iShares Core U.S. REIT ETF has a 52-week low of $49.12 and a 52-week high of $63.22. The business has a 50-day moving average price of $58.45 and a 200 day moving average price of $59.34. The stock has a market cap of $2.52 billion, a PE 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.