Executive Wealth Management LLC Makes New $5.77 Million Investment in iShares Core U.S. REIT ETF (NYSEARCA:USRT)

Executive Wealth Management LLC acquired a new position in iShares Core U.S. REIT ETF (NYSEARCA:USRT) during the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund acquired 93,759 shares of the company’s stock, valued at approximately $5,773,000. Executive Wealth Management LLC owned about 0.22% of iShares Core U.S. REIT ETF at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in the company. Aptus Capital Advisors LLC increased its stake in iShares Core U.S. REIT ETF by 1.4% in the 3rd quarter. Aptus Capital Advisors LLC now owns 18,103 shares of the company’s stock worth $1,115,000 after acquiring an additional 243 shares during the last quarter. Range Financial Group LLC increased its position in shares of iShares Core U.S. REIT ETF by 2.1% during the 2nd quarter. Range Financial Group LLC now owns 14,836 shares of the company’s stock valued at $795,000 after purchasing an additional 309 shares during the last quarter. Kohmann Bosshard Financial Services LLC increased its position in shares of iShares Core U.S. REIT ETF by 1.1% during the 3rd quarter. Kohmann Bosshard Financial Services LLC now owns 35,969 shares of the company’s stock valued at $2,215,000 after purchasing an additional 375 shares during the last quarter. Concourse Financial Group Securities Inc. increased its position in shares of iShares Core U.S. REIT ETF by 15.1% during the 3rd quarter. Concourse Financial Group Securities Inc. now owns 3,019 shares of the company’s stock valued at $186,000 after purchasing an additional 395 shares during the last quarter. Finally, Private Client Services LLC increased its position in shares of iShares Core U.S. REIT ETF by 3.1% during the 2nd quarter. Private Client Services LLC now owns 13,792 shares of the company’s stock valued at $739,000 after purchasing an additional 417 shares during the last quarter.

iShares Core U.S. REIT ETF Stock Performance

NYSEARCA USRT opened at $60.93 on Tuesday. The company has a market cap of $2.66 billion, a P/E ratio of 26.47 and a beta of 0.97. The business’s 50 day moving average price is $60.82 and its 200-day moving average price is $58.13. iShares Core U.S. REIT ETF has a fifty-two week low of $49.12 and a fifty-two week high of $63.22.

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.