Kellett Wealth Advisors LLC Purchases Shares of 11,337 iShares U.S. Real Estate ETF (NYSEARCA:IYR)

Kellett Wealth Advisors LLC bought a new position in shares of iShares U.S. Real Estate ETF (NYSEARCA:IYR) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund bought 11,337 shares of the real estate investment trust’s stock, valued at approximately $1,036,000. iShares U.S. Real Estate ETF makes up approximately 0.8% of Kellett Wealth Advisors LLC’s investment portfolio, making the stock its 22nd largest holding.

Other institutional investors have also made changes to their positions in the company. Ancora Advisors LLC lifted its position in shares of iShares U.S. Real Estate ETF by 202.0% during the fourth quarter. Ancora Advisors LLC now owns 296 shares of the real estate investment trust’s stock worth $25,000 after purchasing an additional 198 shares in the last quarter. Tucker Asset Management LLC lifted its position in shares of iShares U.S. Real Estate ETF by 742.0% during the third quarter. Tucker Asset Management LLC now owns 421 shares of the real estate investment trust’s stock worth $33,000 after purchasing an additional 371 shares in the last quarter. Wagner Wealth Management LLC acquired a new position in shares of iShares U.S. Real Estate ETF during the fourth quarter worth $37,000. U S Global Investors Inc. acquired a new position in shares of iShares U.S. Real Estate ETF during the fourth quarter worth $37,000. Finally, Cary Street Partners Investment Advisory LLC acquired a new position in shares of iShares U.S. Real Estate ETF during the third quarter worth $39,000.

iShares U.S. Real Estate ETF Stock Down 0.0 %

Shares of NYSEARCA IYR traded down $0.03 during trading on Thursday, reaching $81.60. 5,541,789 shares of the stock were exchanged, compared to its average volume of 6,765,270. The business’s 50-day moving average price is $87.71 and its 200 day moving average price is $85.32. iShares U.S. Real Estate ETF has a twelve month low of $72.88 and a twelve month high of $92.85. The company has a market capitalization of $3.92 billion, a price-to-earnings ratio of 26.96 and a beta of 0.97.

About iShares U.S. Real Estate ETF

iShares U.S. Real Estate ETF, formerly iShares Dow Jones U.S. Real Estate Index Fund (the Fund), is a non-diversified fund. The Fund seeks investment results that correspond generally to the price and yield performance of the Dow Jones U.S. Real Estate Index (the Index). The Index measures the performance of the real estate sector of the United States equity market, and includes companies in the industry groups, such as real estate holding and development and real estate investment trusts (REITs).