Invenio Wealth Partners LLC Purchases New Position in iShares Core U.S. REIT ETF $USRT

Invenio Wealth Partners LLC purchased a new position in shares of iShares Core U.S. REIT ETF (NYSEARCA:USRT – Free Report) during the third quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund purchased 131,370 shares of the company’s stock, valued at approximately $8,090,000. iShares Core U.S. REIT ETF accounts for 3.0% of Invenio Wealth Partners LLC’s investment portfolio, making the stock its 13th largest holding.

Other institutional investors also recently modified their holdings of the company. SHP Wealth Management acquired a new stake in iShares Core U.S. REIT ETF in the fourth quarter valued at $46,000. First Horizon Corp bought a new position in iShares Core U.S. REIT ETF during the 1st quarter worth $65,000. Western Wealth Management LLC bought a new position in iShares Core U.S. REIT ETF during the 1st quarter worth $65,000. Compass Financial Management LLC bought a new position in iShares Core U.S. REIT ETF during the 2nd quarter worth $78,000. Finally, PNC Financial Services Group Inc. lifted its holdings in iShares Core U.S. REIT ETF by 53.9% during the 1st quarter. PNC Financial Services Group Inc. now owns 2,095 shares of the company’s stock worth $124,000 after buying an additional 734 shares during the period.

iShares Core U.S. REIT ETF Price Performance

Shares of USRT stock opened at $61.57 on Tuesday. The business’s 50 day simple moving average is $64.12 and its 200 day simple moving average is $65.00. iShares Core U.S. REIT ETF has a one year low of $56.44 and a one year high of $70.09. The stock has a market capitalization of $4.17 billion, a PE ratio of 35.32 and a beta of 0.95.

About iShares Core U.S. REIT ETF

(Free Report)

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.

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

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