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:USRTFree Report) by 24.4% during the 3rd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,421 shares of the company’s stock after selling 1,106 shares during the period. EP Wealth Advisors LLC’s holdings in iShares Core U.S. REIT ETF were worth $211,000 at the end of the most recent reporting period.

Several other hedge funds have also modified their holdings of the stock. Aptus Capital Advisors LLC increased its holdings in iShares Core U.S. REIT ETF by 1.4% during the 3rd quarter. Aptus Capital Advisors LLC now owns 18,103 shares of the company’s stock worth $1,115,000 after purchasing an additional 243 shares during the period. Range Financial Group LLC increased its stake in shares of iShares Core U.S. REIT ETF by 2.1% during the second quarter. Range Financial Group LLC now owns 14,836 shares of the company’s stock worth $795,000 after buying an additional 309 shares during the period. Kohmann Bosshard Financial Services LLC raised its holdings in iShares Core U.S. REIT ETF by 1.1% in the third quarter. Kohmann Bosshard Financial Services LLC now owns 35,969 shares of the company’s stock valued at $2,215,000 after acquiring an additional 375 shares in the last quarter. Concourse Financial Group Securities Inc. lifted its stake in iShares Core U.S. REIT ETF by 15.1% in the third quarter. Concourse Financial Group Securities Inc. now owns 3,019 shares of the company’s stock worth $186,000 after acquiring an additional 395 shares during the last quarter. Finally, Private Client Services LLC grew its holdings in iShares Core U.S. REIT ETF by 3.1% during the 2nd quarter. Private Client Services LLC now owns 13,792 shares of the company’s stock worth $739,000 after acquiring an additional 417 shares in the last quarter.

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

Shares of NYSEARCA:USRT opened at $59.94 on Friday. iShares Core U.S. REIT ETF has a 52 week low of $49.12 and a 52 week high of $63.22. The company’s 50 day moving average is $60.77 and its two-hundred day moving average is $58.33. The company has a market cap of $2.61 billion, a PE ratio of 26.47 and a beta of 0.97.

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

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

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