Spartan Planning & Wealth Management purchased a new position in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT – Free Report) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm purchased 121,927 shares of the company’s stock, valued at approximately $7,508,000. iShares Core U.S. REIT ETF comprises about 4.9% of Spartan Planning & Wealth Management’s holdings, making the stock its 7th biggest holding. Spartan Planning & Wealth Management owned 0.18% of iShares Core U.S. REIT ETF at the end of the most recent reporting period.
Other institutional investors also recently bought and sold shares of the company. Beam Wealth Advisors Inc. boosted its holdings in shares of iShares Core U.S. REIT ETF by 1.6% in the 1st quarter. Beam Wealth Advisors Inc. now owns 10,400 shares of the company’s stock valued at $616,000 after acquiring an additional 160 shares during the last quarter. HB Wealth Management LLC increased its stake in shares of iShares Core U.S. REIT ETF by 1.7% in the second quarter. HB Wealth Management LLC now owns 9,985 shares of the company’s stock worth $664,000 after acquiring an additional 171 shares during the period. Insight Advisors LLC PA raised its holdings in shares of iShares Core U.S. REIT ETF by 1.7% during the first quarter. Insight Advisors LLC PA now owns 11,050 shares of the company’s stock worth $654,000 after purchasing an additional 184 shares during the last quarter. HORAN Wealth LLC raised its holdings in shares of iShares Core U.S. REIT ETF by 5.0% during the second quarter. HORAN Wealth LLC now owns 4,094 shares of the company’s stock worth $272,000 after purchasing an additional 195 shares during the last quarter. Finally, Waverly Advisors LLC raised its holdings in shares of iShares Core U.S. REIT ETF by 0.3% during the second quarter. Waverly Advisors LLC now owns 63,069 shares of the company’s stock worth $4,191,000 after purchasing an additional 217 shares during the last quarter.
iShares Core U.S. REIT ETF Stock Performance
NYSEARCA USRT traded down $0.05 on Tuesday, reaching $62.01. 1,166,168 shares of the company’s stock traded hands, compared to its average volume of 579,822. The firm has a market cap of $4.22 billion, a price-to-earnings ratio of 35.32 and a beta of 0.95. The stock has a 50 day moving average price of $64.66 and a 200-day moving average price of $64.88. iShares Core U.S. REIT ETF has a fifty-two week low of $56.44 and a fifty-two week high of $70.09.
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.
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