iShares Core U.S. REIT ETF $USRT Shares Bought by Fonville Wealth Management LLC

Fonville Wealth Management LLC grew its position in iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 28.2% in the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,815 shares of the company’s stock after buying an additional 1,279 shares during the period. Fonville Wealth Management LLC’s holdings in iShares Core U.S. REIT ETF were worth $329,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also made changes to their positions in the company. Harbour Investments Inc. lifted its holdings in iShares Core U.S. REIT ETF by 150.8% in the second quarter. Harbour Investments Inc. now owns 820 shares of the company’s stock valued at $46,000 after acquiring an additional 493 shares during the last quarter. MJT & Associates Financial Advisory Group Inc. acquired a new stake in iShares Core U.S. REIT ETF during the first quarter worth $60,000. Tidemark LLC raised its position in iShares Core U.S. REIT ETF by 218.5% in the first quarter. Tidemark LLC now owns 1,567 shares of the company’s stock valued at $90,000 after purchasing an additional 1,075 shares during the period. CWM LLC lifted its stake in shares of iShares Core U.S. REIT ETF by 160.8% in the 1st quarter. CWM LLC now owns 1,677 shares of the company’s stock valued at $97,000 after purchasing an additional 1,034 shares during the last quarter. Finally, Bangor Savings Bank grew its holdings in shares of iShares Core U.S. REIT ETF by 50.0% during the 2nd quarter. Bangor Savings Bank now owns 2,220 shares of the company’s stock worth $126,000 after purchasing an additional 740 shares during the period.

iShares Core U.S. REIT ETF Trading Up 1.8%

Shares of NYSEARCA:USRT opened at $58.53 on Friday. The business has a 50-day moving average price of $58.29 and a 200 day moving average price of $57.32. The company has a market capitalization of $3.18 billion, a price-to-earnings ratio of 35.32 and a beta of 1.02. iShares Core U.S. REIT ETF has a 12-month low of $48.47 and a 12-month high of $63.22.

About iShares Core U.S. REIT ETF

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.