CarsonAllaria Wealth Management Ltd. Grows Holdings in iShares U.S. Real Estate ETF (NYSEARCA:IYR)

CarsonAllaria Wealth Management Ltd. raised its holdings in iShares U.S. Real Estate ETF (NYSEARCA:IYR) by 10.9% during the second quarter, HoldingsChannel reports. The firm owned 50,462 shares of the real estate investment trust’s stock after buying an additional 4,971 shares during the period. iShares U.S. Real Estate ETF comprises about 2.7% of CarsonAllaria Wealth Management Ltd.’s investment portfolio, making the stock its 11th biggest holding. CarsonAllaria Wealth Management Ltd.’s holdings in iShares U.S. Real Estate ETF were worth $4,428,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also made changes to their positions in the business. Cetera Trust Company N.A purchased a new position in iShares U.S. Real Estate ETF during the 4th quarter worth $27,000. Concourse Financial Group Securities Inc. raised its position in iShares U.S. Real Estate ETF by 72.7% during the 4th quarter. Concourse Financial Group Securities Inc. now owns 475 shares of the real estate investment trust’s stock worth $43,000 after buying an additional 200 shares during the last quarter. Larson Financial Group LLC raised its position in iShares U.S. Real Estate ETF by 93.7% during the 1st quarter. Larson Financial Group LLC now owns 672 shares of the real estate investment trust’s stock worth $60,000 after buying an additional 325 shares during the last quarter. Mather Group LLC. raised its position in iShares U.S. Real Estate ETF by 348.7% during the 2nd quarter. Mather Group LLC. now owns 682 shares of the real estate investment trust’s stock worth $61,000 after buying an additional 530 shares during the last quarter. Finally, Principal Securities Inc. purchased a new position in iShares U.S. Real Estate ETF during the 4th quarter worth $65,000.

iShares U.S. Real Estate ETF Stock Performance

iShares U.S. Real Estate ETF stock traded down $0.02 during trading hours on Tuesday, reaching $96.35. 3,944,007 shares of the stock were exchanged, compared to its average volume of 5,979,472. The stock has a market cap of $3.25 billion, a P/E ratio of 26.05 and a beta of 0.98. iShares U.S. Real Estate ETF has a 52-week low of $72.88 and a 52-week high of $96.63. The firm’s 50 day moving average is $90.99 and its 200 day moving average is $88.19.

iShares U.S. Real Estate ETF Profile

iShares U.S. Real Estate ETF, formerly iShares Dow Jones U.S. Real Estate Index Fund (the Fund), is a non-diversified fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Dow Jones U.S. Real Estate Index (the Index). The Index measures the performance of the real estate sector of the United States equity market, and includes companies in the industry groups, such as real estate holding and development and real estate investment trusts (REITs).