TPG Financial Advisors LLC Acquires 9,021 Shares of iShares Core U.S. REIT ETF $USRT

TPG Financial Advisors LLC increased its holdings in iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 9.5% in the 2nd quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 104,203 shares of the company’s stock after acquiring an additional 9,021 shares during the quarter. iShares Core U.S. REIT ETF comprises about 2.4% of TPG Financial Advisors LLC’s investment portfolio, making the stock its 19th biggest holding. TPG Financial Advisors LLC owned about 0.20% of iShares Core U.S. REIT ETF worth $5,894,000 at the end of the most recent quarter.

Several other institutional investors also recently modified their holdings of USRT. CX Institutional bought a new position in shares of iShares Core U.S. REIT ETF during the first quarter valued at $26,000. Opal Wealth Advisors LLC bought a new position in shares of iShares Core U.S. REIT ETF during the first quarter valued at $28,000. MJT & Associates Financial Advisory Group Inc. bought a new position in shares of iShares Core U.S. REIT ETF during the first quarter valued at $60,000. Tidemark LLC increased its holdings in shares of iShares Core U.S. REIT ETF by 218.5% during the first quarter. Tidemark LLC now owns 1,567 shares of the company’s stock valued at $90,000 after acquiring an additional 1,075 shares in the last quarter. Finally, CWM LLC increased its holdings in shares of iShares Core U.S. REIT ETF by 160.8% during the first quarter. CWM LLC now owns 1,677 shares of the company’s stock valued at $97,000 after acquiring an additional 1,034 shares in the last quarter.

iShares Core U.S. REIT ETF Price Performance

Shares of NYSEARCA:USRT opened at $58.09 on Wednesday. iShares Core U.S. REIT ETF has a 1-year low of $48.47 and a 1-year high of $63.22. The business has a fifty day moving average price of $57.67 and a 200-day moving average price of $56.75. The company has a market capitalization of $3.15 billion, a PE ratio of 35.32 and a beta of 0.94.

About iShares Core U.S. REIT ETF

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.