Apollon Wealth Management, LLC USRT Holdings History
Apollon Wealth Management, LLC's iShares Core U.S. REIT ETF Holding Summary
As of 2025-03-31, Apollon Wealth Management, LLC held 578,548.00 shares of iShares Core U.S. REIT ETF(USRT), totaling $33.32 Mil. This investment constitutes 0.73% of their stock portfolio, and Apollon Wealth Management, LLC now holds 1.13% of the outstanding iShares Core U.S. REIT ETF(USRT) stock.
The initial trade took place in 2020Q1. And since then Apollon Wealth Management, LLC has made 5 purchases of USRT, at an average price of $57.88, for a total of 602,859.00 shares. In addition, there have been 16 sales at an average price of $52.47 for 24,311.00 shares. Based on historical transaction data and USRT's current price of $56.92, Apollon Wealth Management, LLC's estimated gain on his USRT holdings is $-684,227.67, reflecting a -1.96% gain to date.
Apollon Wealth Management, LLC USRT ($56.92) Holding Chart
Apollon Wealth Management, LLC USRT ($56.92) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
