Advisory Alpha LLC Trims Stock Holdings in iShares Core U.S. REIT ETF (NYSEARCA:USRT)

Advisory Alpha LLC trimmed its holdings in iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 18.5% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 4,838 shares of the company’s stock after selling 1,095 shares during the quarter. Advisory Alpha LLC’s holdings in iShares Core U.S. REIT ETF were worth $277,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently modified their holdings of the business. Atomi Financial Group Inc. raised its holdings in shares of iShares Core U.S. REIT ETF by 0.7% in the fourth quarter. Atomi Financial Group Inc. now owns 133,841 shares of the company’s stock worth $7,670,000 after buying an additional 874 shares during the period. Prosperity Planning Inc. increased its holdings in iShares Core U.S. REIT ETF by 1.1% during the 4th quarter. Prosperity Planning Inc. now owns 66,475 shares of the company’s stock worth $3,810,000 after purchasing an additional 707 shares during the period. Charles Schwab Trust Co increased its holdings in iShares Core U.S. REIT ETF by 2.6% during the 4th quarter. Charles Schwab Trust Co now owns 400,826 shares of the company’s stock worth $22,971,000 after purchasing an additional 10,092 shares during the period. Pure Financial Advisors LLC increased its holdings in iShares Core U.S. REIT ETF by 7.4% during the 4th quarter. Pure Financial Advisors LLC now owns 216,480 shares of the company’s stock worth $12,406,000 after purchasing an additional 14,961 shares during the period. Finally, SFG Wealth Management LLC. purchased a new position in iShares Core U.S. REIT ETF during the 4th quarter worth $217,000.

iShares Core U.S. REIT ETF Stock Up 0.8 %

USRT opened at $57.89 on Friday. The stock’s fifty day moving average is $58.77 and its two-hundred day moving average is $59.17. The company has a market capitalization of $2.52 billion, a P/E 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.

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.