iShares Core U.S. REIT ETF (NYSEARCA:USRT) Shares Acquired by Financial & Tax Architects LLC

Financial & Tax Architects LLC raised its holdings in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 4.4% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 304,711 shares of the company’s stock after acquiring an additional 12,837 shares during the quarter. iShares Core U.S. REIT ETF makes up 4.4% of Financial & Tax Architects LLC’s investment portfolio, making the stock its 4th biggest holding. Financial & Tax Architects LLC owned about 0.70% of iShares Core U.S. REIT ETF worth $17,463,000 as of its most recent SEC filing.

A number of other large investors have also recently made changes to their positions in the company. US Bancorp DE lifted its position in iShares Core U.S. REIT ETF by 1.5% during the 3rd quarter. US Bancorp DE now owns 2,687,948 shares of the company’s stock worth $165,497,000 after acquiring an additional 39,016 shares during the period. Northwestern Mutual Wealth Management Co. raised its stake in shares of iShares Core U.S. REIT ETF by 5.6% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 1,093,235 shares of the company’s stock worth $58,554,000 after buying an additional 58,262 shares in the last quarter. Heritage Financial Services LLC raised its stake in shares of iShares Core U.S. REIT ETF by 2.6% during the 3rd quarter. Heritage Financial Services LLC now owns 734,016 shares of the company’s stock worth $45,193,000 after buying an additional 18,846 shares in the last quarter. Thrivent Financial for Lutherans raised its stake in shares of iShares Core U.S. REIT ETF by 32.1% during the 2nd quarter. Thrivent Financial for Lutherans now owns 650,759 shares of the company’s stock worth $34,855,000 after buying an additional 158,072 shares in the last quarter. Finally, Kestra Investment Management LLC purchased a new position in shares of iShares Core U.S. REIT ETF during the 3rd quarter worth approximately $33,794,000.

iShares Core U.S. REIT ETF Stock Down 0.2 %

NYSEARCA USRT traded down $0.09 during mid-day trading on Friday, hitting $57.20. The stock had a trading volume of 372,133 shares, compared to its average volume of 489,485. The company has a market cap of $2.49 billion, a price-to-earnings ratio of 26.47 and a beta of 0.97. iShares Core U.S. REIT ETF has a 52-week low of $49.12 and a 52-week high of $63.22. The company has a 50 day simple moving average of $58.98 and a 200 day simple moving average of $59.05.

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.