131,370 Shares of iShares Core U.S. REIT ETF $USRT Acquired by Invenio Wealth Partners LLC

Invenio Wealth Partners LLC bought a new position in iShares Core U.S. REIT ETF (NYSEARCA:USRT) in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor bought 131,370 shares of the company’s stock, valued at approximately $8,090,000. iShares Core U.S. REIT ETF comprises 3.0% of Invenio Wealth Partners LLC’s portfolio, making the stock its 13th biggest holding. Invenio Wealth Partners LLC owned approximately 0.19% of iShares Core U.S. REIT ETF as of its most recent SEC filing.

A number of other hedge funds also recently made changes to their positions in the stock. Freedom Day Solutions LLC acquired a new stake in shares of iShares Core U.S. REIT ETF in the 3rd quarter valued at approximately $12,619,000. Family Wealth Partners LLC grew its holdings in shares of iShares Core U.S. REIT ETF by 7.4% during the 3rd quarter. Family Wealth Partners LLC now owns 37,098 shares of the company’s stock valued at $2,285,000 after purchasing an additional 2,544 shares during the last quarter. Independent Wealth Network Inc. acquired a new position in iShares Core U.S. REIT ETF during the 3rd quarter worth approximately $873,000. Onyx Bridge Wealth Group LLC acquired a new position in iShares Core U.S. REIT ETF during the 3rd quarter worth approximately $238,000. Finally, Trust Co of Tennessee increased its position in iShares Core U.S. REIT ETF by 0.6% during the 3rd quarter. Trust Co of Tennessee now owns 1,202,727 shares of the company’s stock worth $74,064,000 after purchasing an additional 7,666 shares in the last quarter.

iShares Core U.S. REIT ETF Price Performance

Shares of NYSEARCA:USRT opened at $61.57 on Tuesday. The company has a market cap of $4.17 billion, a price-to-earnings ratio of 35.32 and a beta of 0.95. The firm has a 50 day simple moving average of $64.12 and a 200 day simple moving average of $65.00. iShares Core U.S. REIT ETF has a one year low of $56.44 and a one year high of $70.09.

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.