Sowell Financial Services LLC Ishares Tr Core Conservative A Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 13, 2022	SELL	$36.82 - $39.84 $1.2 Million - $1.3 Million	-32,546 Closed	0 $0
Q4 2021 Feb 09, 2022	SELL	$39.36 - $40.4 $90,764 - $93,162	-2,306 Reduced 6.62%	32,546 $1.3 Million
Q3 2021 Nov 04, 2021	BUY	$39.5 - $40.38 $1.38 Million - $1.41 Million	34,852 New	34,852 $1.38 Million
Q2 2021 Aug 05, 2021	SELL	$38.82 - $39.8 $14,246 - $14,606	-367 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$38.23 - $39.22 $38 - $39	1 Added 0.27%	367 $14,000
Q4 2020 Jan 13, 2021	BUY	$36.77 - $38.75 $110 - $116	3 Added 0.83%	366 $14,000
Q3 2020 Nov 12, 2020	BUY	$36.38 - $37.99 $72 - $75	2 Added 0.55%	363 $13,000
Q2 2020 Aug 13, 2020	BUY	$33.39 - $36.73 $66 - $73	2 Added 0.56%	361 $13,000
Q1 2020 May 12, 2020	BUY	$31.52 - $36.94 $94 - $110	3 Added 0.84%	359 $12,000
Q4 2019 Feb 07, 2020	BUY	$35.3 - $36.36 $70 - $72	2 Added 0.56%	356 $12,000
Q3 2019 Nov 14, 2019	BUY	$35.05 - $35.73 $12,407 - $12,648	354 New	354 $13,000

Others Institutions Holding AOK

# of Institutions

166

Shares Held

4.76M

Call Options Held

0

Put Options Held

0

About ISHARES TR CORE CONSERVATIVE A

Ticker AOK
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.