Peterson Wealth Advisors LLC Has $856,000 Stake in iShares Core U.S. REIT ETF (NYSEARCA:USRT)

Peterson Wealth Advisors LLC cut its stake in iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 16.8% in the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 14,867 shares of the company’s stock after selling 3,010 shares during the quarter. Peterson Wealth Advisors LLC’s holdings in iShares Core U.S. REIT ETF were worth $856,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Focused Wealth Management Inc bought a new stake in iShares Core U.S. REIT ETF during the third quarter worth $30,000. Sanctuary Wealth Management L.L.C. purchased a new position in iShares Core U.S. REIT ETF during the 3rd quarter worth $50,000. Private Trust Co. NA grew its stake in shares of iShares Core U.S. REIT ETF by 496.0% in the 3rd quarter. Private Trust Co. NA now owns 1,049 shares of the company’s stock worth $65,000 after acquiring an additional 873 shares in the last quarter. Avior Wealth Management LLC raised its holdings in shares of iShares Core U.S. REIT ETF by 57.0% in the third quarter. Avior Wealth Management LLC now owns 1,564 shares of the company’s stock valued at $96,000 after purchasing an additional 568 shares during the last quarter. Finally, Ridgewood Investments LLC lifted its position in shares of iShares Core U.S. REIT ETF by 102.3% during the fourth quarter. Ridgewood Investments LLC now owns 2,484 shares of the company’s stock valued at $142,000 after purchasing an additional 1,256 shares in the last quarter.

iShares Core U.S. REIT ETF Stock Performance

Shares of USRT stock opened at $57.45 on Thursday. The company has a market capitalization of $2.50 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 $58.81 and a two-hundred day simple moving average of $59.18.

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.