6,852 Shares in iShares U.S. Real Estate ETF $IYR Purchased by American Wealth Advisors LLC

American Wealth Advisors LLC bought a new stake in shares of iShares U.S. Real Estate ETF (NYSEARCA:IYR) in the third quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The firm bought 6,852 shares of the real estate investment trust’s stock, valued at approximately $665,000. iShares U.S. Real Estate ETF makes up about 0.7% of American Wealth Advisors LLC’s investment portfolio, making the stock its 19th largest position.

Several other large investors have also recently made changes to their positions in IYR. Brighton Jones LLC grew its stake in shares of iShares U.S. Real Estate ETF by 19.8% in the 4th quarter. Brighton Jones LLC now owns 2,815 shares of the real estate investment trust’s stock worth $262,000 after buying an additional 466 shares during the last quarter. Arkadios Wealth Advisors raised its stake in iShares U.S. Real Estate ETF by 6.3% during the second quarter. Arkadios Wealth Advisors now owns 2,699 shares of the real estate investment trust’s stock valued at $256,000 after buying an additional 161 shares during the last quarter. Bank of Montreal Can boosted its holdings in iShares U.S. Real Estate ETF by 2.7% in the second quarter. Bank of Montreal Can now owns 103,770 shares of the real estate investment trust’s stock worth $9,834,000 after acquiring an additional 2,721 shares in the last quarter. Atlantic Union Bankshares Corp purchased a new stake in shares of iShares U.S. Real Estate ETF in the second quarter worth $153,000. Finally, Atlas Legacy Advisors LLC grew its stake in shares of iShares U.S. Real Estate ETF by 9.2% in the second quarter. Atlas Legacy Advisors LLC now owns 7,716 shares of the real estate investment trust’s stock worth $731,000 after acquiring an additional 652 shares during the last quarter. 98.41% of the stock is currently owned by hedge funds and other institutional investors.

iShares U.S. Real Estate ETF Price Performance

Shares of NYSEARCA:IYR opened at $101.06 on Thursday. The business has a fifty day moving average price of $97.23 and a 200-day moving average price of $96.34. The company has a market capitalization of $4.28 billion, a PE ratio of 35.41 and a beta of 1.01. iShares U.S. Real Estate ETF has a 1-year low of $81.53 and a 1-year high of $101.80.

iShares U.S. Real Estate ETF Company Profile

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).