iShares Core U.S. REIT ETF (NYSEARCA:USRT) Position Decreased by MBE Wealth Management LLC

MBE Wealth Management LLC lessened its holdings in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 34.2% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 170,748 shares of the company’s stock after selling 88,590 shares during the quarter. iShares Core U.S. REIT ETF makes up 5.5% of MBE Wealth Management LLC’s portfolio, making the stock its 4th largest holding. MBE Wealth Management LLC owned 0.39% of iShares Core U.S. REIT ETF worth $9,786,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also modified their holdings of the business. YHB Investment Advisors Inc. boosted its stake in shares of iShares Core U.S. REIT ETF by 50.1% during the 4th quarter. YHB Investment Advisors Inc. now owns 9,533 shares of the company’s stock worth $546,000 after acquiring an additional 3,184 shares during the last quarter. BankPlus Wealth Management LLC purchased a new position in shares of iShares Core U.S. REIT ETF during the 4th quarter worth $200,000. Epiq Partners LLC boosted its stake in shares of iShares Core U.S. REIT ETF by 9.3% during the 4th quarter. Epiq Partners LLC now owns 4,000 shares of the company’s stock worth $229,000 after acquiring an additional 341 shares during the last quarter. Trust Co of Tennessee boosted its stake in shares of iShares Core U.S. REIT ETF by 2.0% during the 4th quarter. Trust Co of Tennessee now owns 1,163,734 shares of the company’s stock worth $66,692,000 after acquiring an additional 22,723 shares during the last quarter. Finally, Kingswood Wealth Advisors LLC purchased a new position in shares of iShares Core U.S. REIT ETF during the 4th quarter worth $275,000.

iShares Core U.S. REIT ETF Price Performance

Shares of USRT stock opened at $58.69 on Tuesday. The company has a market capitalization of $2.56 billion, a price-to-earnings ratio of 26.47 and a beta of 0.97. iShares Core U.S. REIT ETF has a one year low of $49.12 and a one year high of $63.22. The company’s fifty day moving average price is $58.70 and its 200-day moving average price is $59.30.

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.