Fi3 FINANCIAL ADVISORS LLC Has $2.33 Million Stock Holdings in iShares Core U.S. REIT ETF $USRT

Fi3 FINANCIAL ADVISORS LLC grew its position in iShares Core U.S. REIT ETF (NYSEARCA:USRT) by 673.3% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 40,817 shares of the company’s stock after purchasing an additional 35,539 shares during the period. iShares Core U.S. REIT ETF comprises about 0.7% of Fi3 FINANCIAL ADVISORS LLC’s portfolio, making the stock its 22nd largest position. Fi3 FINANCIAL ADVISORS LLC owned approximately 0.07% of iShares Core U.S. REIT ETF worth $2,325,000 at the end of the most recent reporting period.

Several other hedge funds also recently bought and sold shares of the company. Northwestern Mutual Wealth Management Co. raised its holdings in iShares Core U.S. REIT ETF by 9.1% in the third quarter. Northwestern Mutual Wealth Management Co. now owns 1,748,498 shares of the company’s stock worth $102,672,000 after purchasing an additional 145,652 shares during the period. Glenmede Investment Management LP raised its holdings in iShares Core U.S. REIT ETF by 4.8% in the third quarter. Glenmede Investment Management LP now owns 1,673,789 shares of the company’s stock worth $98,285,000 after purchasing an additional 76,496 shares during the period. Trust Co of Tennessee raised its holdings in iShares Core U.S. REIT ETF by 2.1% in the fourth quarter. Trust Co of Tennessee now owns 1,107,489 shares of the company’s stock worth $63,082,000 after purchasing an additional 23,120 shares during the period. Heritage Financial Services LLC raised its holdings in iShares Core U.S. REIT ETF by 11.5% in the fourth quarter. Heritage Financial Services LLC now owns 867,698 shares of the company’s stock worth $49,424,000 after purchasing an additional 89,348 shares during the period. Finally, Rakuten Investment Management Inc. acquired a new stake in iShares Core U.S. REIT ETF in the third quarter worth $43,229,000.

iShares Core U.S. REIT ETF Stock Performance

USRT opened at $65.22 on Thursday. The firm’s fifty day moving average is $62.26 and its two-hundred day moving average is $60.11. The firm has a market cap of $3.82 billion, a PE ratio of 35.32 and a beta of 0.99. iShares Core U.S. REIT ETF has a twelve month low of $55.13 and a twelve month high of $65.51.

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.