Connecticut Wealth Management LLC Has $23.61 Million Holdings in iShares Select U.S. REIT ETF $ICF

Connecticut Wealth Management LLC lessened its holdings in iShares Select U.S. REIT ETF (BATS:ICF) by 2.8% in the 4th quarter, Holdings Channel reports. The firm owned 395,743 shares of the company’s stock after selling 11,326 shares during the quarter. iShares Select U.S. REIT ETF accounts for 1.0% of Connecticut Wealth Management LLC’s portfolio, making the stock its 23rd biggest holding. Connecticut Wealth Management LLC’s holdings in iShares Select U.S. REIT ETF were worth $23,614,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds have also recently bought and sold shares of the company. JPMorgan Chase & Co. lifted its position in iShares Select U.S. REIT ETF by 36.8% during the 4th quarter. JPMorgan Chase & Co. now owns 1,484,144 shares of the company’s stock worth $88,559,000 after acquiring an additional 399,193 shares during the last quarter. Raymond James Financial Inc. lifted its position in iShares Select U.S. REIT ETF by 4.8% during the 3rd quarter. Raymond James Financial Inc. now owns 654,640 shares of the company’s stock worth $40,339,000 after acquiring an additional 30,172 shares during the last quarter. Foundations Investment Advisors LLC lifted its position in iShares Select U.S. REIT ETF by 10.4% during the 4th quarter. Foundations Investment Advisors LLC now owns 626,383 shares of the company’s stock worth $37,376,000 after acquiring an additional 59,134 shares during the last quarter. M&T Bank Corp lifted its position in iShares Select U.S. REIT ETF by 4.7% during the 3rd quarter. M&T Bank Corp now owns 488,428 shares of the company’s stock worth $30,097,000 after acquiring an additional 21,808 shares during the last quarter. Finally, LPL Financial LLC lifted its position in iShares Select U.S. REIT ETF by 1.0% during the 4th quarter. LPL Financial LLC now owns 444,569 shares of the company’s stock worth $26,527,000 after acquiring an additional 4,375 shares during the last quarter.

iShares Select U.S. REIT ETF Price Performance

iShares Select U.S. REIT ETF stock opened at $68.91 on Friday. The firm has a market cap of $2.17 billion, a price-to-earnings ratio of 35.35 and a beta of 0.97. iShares Select U.S. REIT ETF has a fifty-two week low of $58.91 and a fifty-two week high of $69.34. The firm has a fifty day moving average price of $66.84 and a two-hundred day moving average price of $63.66.

iShares Select U.S. REIT ETF Company Profile

iShares Cohen & Steers REIT ETF (the Fund), formerly iShares Cohen & Steers Realty Majors Index Fund, is an exchange-traded fund (ETF). The Fund seeks investment results that correspond generally to the price and yield performance of the Cohen & Steers Realty Majors Index (the Index). The Index consists of selected real estate investment trusts (REITs). The objective of the Index is to represent relatively large and liquid REITs that may benefit from consolidation and securitization of the United States real estate industry.