A detailed history of Apollon Wealth Management, LLC transactions in Ishares Tr stock. As of the latest transaction made, Apollon Wealth Management, LLC holds 335,026 shares of IYR stock, worth $31.8 Million. This represents 0.74% of its overall portfolio holdings.

Number of Shares
335,026
Previous 173,761 92.81%
Holding current value
$31.8 Million
Previous $17.7 Million 76.13%
% of portfolio
0.74%
Previous 0.51%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 28, 2025

BUY
$90.74 - $102.87 $14.6 Million - $16.6 Million
161,265 Added 92.81%
335,026 $31.2 Million
Q3 2024

Nov 04, 2024

BUY
$86.93 - $103.61 $15.1 Million - $18 Million
173,761 New
173,761 $17.7 Million

Others Institutions Holding IYR

About ISHARES TR


  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
Track This Portfolio

Track Apollon Wealth Management, LLC Portfolio

Follow Apollon Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Apollon Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Apollon Wealth Management, LLC with notifications on news.