Trademark Financial Management LLC Buys New Shares in iShares Core U.S. REIT ETF $USRT

Trademark Financial Management LLC acquired a new position in iShares Core U.S. REIT ETF (NYSEARCA:USRT) in the first quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 26,656 shares of the company’s stock, valued at approximately $1,578,000.

Several other institutional investors have also recently made changes to their positions in the business. Morgan Stanley raised its stake in iShares Core U.S. REIT ETF by 110.7% during the fourth quarter. Morgan Stanley now owns 2,164,347 shares of the company’s stock valued at $123,281,000 after purchasing an additional 1,136,903 shares in the last quarter. 93 Financial Group LLC purchased a new stake in shares of iShares Core U.S. REIT ETF in the 4th quarter worth $20,812,000. Smartleaf Asset Management LLC raised its holdings in shares of iShares Core U.S. REIT ETF by 8,980.6% in the 4th quarter. Smartleaf Asset Management LLC now owns 147,288 shares of the company’s stock valued at $8,454,000 after purchasing an additional 145,666 shares in the last quarter. Northwestern Mutual Wealth Management Co. lifted its holdings in iShares Core U.S. REIT ETF by 9.1% during the third quarter. Northwestern Mutual Wealth Management Co. now owns 1,748,498 shares of the company’s stock worth $102,672,000 after buying an additional 145,652 shares during the period. Finally, Wealthcare Advisory Partners LLC bought a new stake in iShares Core U.S. REIT ETF during the fourth quarter valued at about $5,734,000.

iShares Core U.S. REIT ETF Stock Up 1.3%

Shares of USRT opened at $67.46 on Friday. iShares Core U.S. REIT ETF has a twelve month low of $55.34 and a twelve month high of $67.73. The company has a 50 day moving average of $65.19 and a two-hundred day moving average of $61.80. The company has a market cap of $4.42 billion, a price-to-earnings ratio of 35.32 and a beta of 0.96.

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.