Life Planning Partners Inc Makes New Investment in iShares Core U.S. REIT ETF (NYSEARCA:USRT)

Life Planning Partners Inc purchased a new stake in iShares Core U.S. REIT ETF (NYSEARCA:USRT) during the fourth quarter, according to its most recent 13F filing with the SEC. The firm purchased 37,423 shares of the company’s stock, valued at approximately $2,145,000. Life Planning Partners Inc owned approximately 0.09% of iShares Core U.S. REIT ETF as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. WealthTrak Capital Management LLC purchased a new stake in iShares Core U.S. REIT ETF during the fourth quarter valued at approximately $2,287,000. Orion Portfolio Solutions LLC increased its position in shares of iShares Core U.S. REIT ETF by 23.5% during the fourth quarter. Orion Portfolio Solutions LLC now owns 24,137 shares of the company’s stock worth $1,383,000 after purchasing an additional 4,586 shares in the last quarter. JPMorgan Chase & Co. lifted its holdings in shares of iShares Core U.S. REIT ETF by 4.3% during the 4th quarter. JPMorgan Chase & Co. now owns 312,355 shares of the company’s stock valued at $17,901,000 after purchasing an additional 12,982 shares during the last quarter. Prospect Financial Group LLC acquired a new stake in shares of iShares Core U.S. REIT ETF in the 4th quarter worth $1,146,000. Finally, Congress Wealth Management LLC DE grew its stake in iShares Core U.S. REIT ETF by 4.1% during the 4th quarter. Congress Wealth Management LLC DE now owns 79,042 shares of the company’s stock worth $4,530,000 after buying an additional 3,113 shares during the last quarter.

iShares Core U.S. REIT ETF Price Performance

Shares of NYSEARCA:USRT opened at $57.03 on Friday. The firm has a market capitalization of $2.83 billion, a P/E ratio of 32.54 and a beta of 1.10. The business’s 50-day moving average is $58.23 and its 200 day moving average is $59.33. iShares Core U.S. REIT ETF has a 1 year low of $49.12 and a 1 year high of $63.22.

iShares Core U.S. REIT ETF 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.