iShares Core U.S. REIT ETF (NYSEARCA:USRT) Shares Sold by Rockbridge Investment Management LCC

Rockbridge Investment Management LCC trimmed its holdings in iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 30.7% in the third quarter, according to its most recent disclosure with the SEC. The fund owned 311,841 shares of the company’s stock after selling 137,850 shares during the period. iShares Core U.S. REIT ETF accounts for approximately 2.5% of Rockbridge Investment Management LCC’s portfolio, making the stock its 10th largest position. Rockbridge Investment Management LCC’s holdings in iShares Core U.S. REIT ETF were worth $19,200,000 as of its most recent SEC filing.

Other hedge funds have also made changes to their positions in the company. Janney Montgomery Scott LLC lifted its holdings in shares of iShares Core U.S. REIT ETF by 5.4% during the first quarter. Janney Montgomery Scott LLC now owns 6,869 shares of the company’s stock worth $370,000 after purchasing an additional 350 shares during the period. Atomi Financial Group Inc. increased its position in iShares Core U.S. REIT ETF by 13.8% during the 1st quarter. Atomi Financial Group Inc. now owns 43,732 shares of the company’s stock worth $2,353,000 after purchasing an additional 5,298 shares during the period. SageView Advisory Group LLC raised its stake in shares of iShares Core U.S. REIT ETF by 350.6% during the 1st quarter. SageView Advisory Group LLC now owns 21,095 shares of the company’s stock worth $1,135,000 after buying an additional 16,413 shares in the last quarter. Rodgers & Associates LTD boosted its stake in shares of iShares Core U.S. REIT ETF by 5.8% in the first quarter. Rodgers & Associates LTD now owns 201,814 shares of the company’s stock valued at $10,858,000 after buying an additional 11,082 shares in the last quarter. Finally, Osaic Holdings Inc. grew its holdings in iShares Core U.S. REIT ETF by 75.0% during the first quarter. Osaic Holdings Inc. now owns 288,605 shares of the company’s stock worth $15,527,000 after acquiring an additional 123,646 shares during the period.

iShares Core U.S. REIT ETF Stock Performance

iShares Core U.S. REIT ETF stock opened at $61.22 on Friday. iShares Core U.S. REIT ETF has a one year low of $45.98 and a one year high of $62.94. The company has a market cap of $2.67 billion, a P/E ratio of 26.47 and a beta of 0.97. The business has a fifty day moving average of $60.96 and a two-hundred day moving average of $56.65.

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.