iShares Core U.S. REIT ETF (NYSEARCA:USRT) Shares Bought by Heritage Financial Services LLC

Heritage Financial Services LLC increased its stake in iShares Core U.S. REIT ETF (NYSEARCA:USRTFree Report) by 45.3% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 442,680 shares of the company’s stock after buying an additional 138,106 shares during the quarter. iShares Core U.S. REIT ETF makes up 4.1% of Heritage Financial Services LLC’s holdings, making the stock its 5th biggest position. Heritage Financial Services LLC owned about 1.09% of iShares Core U.S. REIT ETF worth $24,033,000 as of its most recent filing with the Securities and Exchange Commission.

Several other large investors also recently made changes to their positions in the stock. Fortitude Family Office LLC bought a new stake in iShares Core U.S. REIT ETF in the 4th quarter valued at $27,000. Blue Trust Inc. bought a new stake in iShares Core U.S. REIT ETF in the 4th quarter valued at $35,000. IFP Advisors Inc raised its stake in iShares Core U.S. REIT ETF by 33.5% in the 3rd quarter. IFP Advisors Inc now owns 924 shares of the company’s stock valued at $44,000 after acquiring an additional 232 shares during the period. Headinvest LLC bought a new stake in iShares Core U.S. REIT ETF in the 3rd quarter valued at $46,000. Finally, Orion Capital Management LLC bought a new stake in iShares Core U.S. REIT ETF in the 3rd quarter valued at $71,000.

iShares Core U.S. REIT ETF Trading Down 0.0 %

USRT opened at $50.33 on Friday. iShares Core U.S. REIT ETF has a 1-year low of $43.76 and a 1-year high of $55.40. The stock’s fifty day simple moving average is $52.35 and its 200 day simple moving average is $51.22. The stock has a market cap of $2.20 billion, a PE ratio of 26.66 and a beta of 0.99.

iShares Core U.S. REIT ETF Company 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.

See Also

Institutional Ownership by Quarter for iShares Core U.S. REIT ETF (NYSEARCA:USRT)

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