iShares Core U.S. REIT ETF (NYSEARCA:USRT) Stock Holdings Lessened by Ellenbecker Investment Group

Ellenbecker Investment Group cut its holdings in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 0.3% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 236,691 shares of the company’s stock after selling 598 shares during the quarter. iShares Core U.S. REIT ETF comprises approximately 3.0% of Ellenbecker Investment Group’s portfolio, making the stock its 7th biggest holding. Ellenbecker Investment Group owned approximately 0.58% of iShares Core U.S. REIT ETF worth $12,850,000 as of its most recent SEC filing.

Several other large investors have also recently added to or reduced their stakes in the business. IFP Advisors Inc grew its stake in shares of iShares Core U.S. REIT ETF by 33.5% in the third quarter. IFP Advisors Inc now owns 924 shares of the company’s stock valued at $44,000 after buying an additional 232 shares in the last quarter. TPG Financial Advisors LLC increased its holdings in shares of iShares Core U.S. REIT ETF by 20.9% in the 3rd quarter. TPG Financial Advisors LLC now owns 197,429 shares of the company’s stock valued at $9,315,000 after acquiring an additional 34,156 shares during the last quarter. Rodgers & Associates LTD increased its holdings in shares of iShares Core U.S. REIT ETF by 13.6% in the 3rd quarter. Rodgers & Associates LTD now owns 176,628 shares of the company’s stock valued at $8,333,000 after acquiring an additional 21,210 shares during the last quarter. Advisory Alpha LLC increased its holdings in shares of iShares Core U.S. REIT ETF by 9.1% in the 3rd quarter. Advisory Alpha LLC now owns 502,526 shares of the company’s stock valued at $23,713,000 after acquiring an additional 42,060 shares during the last quarter. Finally, Intergy Private Wealth LLC boosted its position in iShares Core U.S. REIT ETF by 26.9% during the 3rd quarter. Intergy Private Wealth LLC now owns 5,265 shares of the company’s stock valued at $248,000 after purchasing an additional 1,116 shares during the period.

iShares Core U.S. REIT ETF Price Performance

NYSEARCA:USRT traded up $0.50 during midday trading on Tuesday, reaching $50.61. 148,383 shares of the company traded hands, compared to its average volume of 239,598. iShares Core U.S. REIT ETF has a twelve month low of $43.76 and a twelve month high of $55.40. The firm has a market capitalization of $2.21 billion, a price-to-earnings ratio of 26.66 and a beta of 0.99. The company has a fifty day moving average price of $52.48 and a 200 day moving average price of $51.18.

iShares Core U.S. REIT ETF 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.