Private Ocean LLC Sells 354 Shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT)

Private Ocean LLC cut its stake in iShares Core U.S. REIT ETF (NYSEARCA:USRTGet Rating) by 8.2% during the 1st quarter, Holdings Channel.com reports. The firm owned 3,978 shares of the company’s stock after selling 354 shares during the period. Private Ocean LLC’s holdings in iShares Core U.S. REIT ETF were worth $257,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other institutional investors and hedge funds also recently modified their holdings of the company. Comerica Bank boosted its stake in shares of iShares Core U.S. REIT ETF by 1.9% in the 3rd quarter. Comerica Bank now owns 25,936 shares of the company’s stock valued at $1,633,000 after purchasing an additional 490 shares in the last quarter. Stratos Wealth Partners LTD. acquired a new stake in iShares Core U.S. REIT ETF during the 4th quarter worth approximately $401,000. Charles Schwab Trust Co boosted its position in iShares Core U.S. REIT ETF by 253.0% during the 4th quarter. Charles Schwab Trust Co now owns 154,241 shares of the company’s stock worth $10,425,000 after buying an additional 110,544 shares during the period. BKD Wealth Advisors LLC lifted its position in shares of iShares Core U.S. REIT ETF by 4.6% in the 4th quarter. BKD Wealth Advisors LLC now owns 4,437 shares of the company’s stock worth $300,000 after purchasing an additional 195 shares during the period. Finally, Beam Wealth Advisors Inc. lifted its position in shares of iShares Core U.S. REIT ETF by 2.2% in the 4th quarter. Beam Wealth Advisors Inc. now owns 13,544 shares of the company’s stock worth $915,000 after purchasing an additional 295 shares during the period.

NYSEARCA:USRT opened at $54.34 on Tuesday. The company has a fifty day moving average of $56.37 and a 200-day moving average of $61.08. iShares Core U.S. REIT ETF has a twelve month low of $50.55 and a twelve month high of $68.08.

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Institutional Ownership by Quarter for iShares Core U.S. REIT ETF (NYSEARCA:USRT)

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