Sowell Financial Services LLC Ishares Esg Aware U.S. Aggrega 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
Q3 2022 Nov 15, 2022	BUY	$46.02 - $50.19 $658,592 - $718,269	14,311 New	14,311 $665,000
Q1 2022 May 13, 2022	SELL	$51.09 - $54.52 $953,543 - $1.02 Million	-18,664 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$54.56 - $55.46 $1.02 Million - $1.04 Million	18,664 New	18,664 $1.03 Million
Q2 2021 Aug 05, 2021	SELL	$54.55 - $55.32 $53,568 - $54,324	-982 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$54.15 - $56.52 $5,577 - $5,821	103 Added 11.72%	982 $54,000
Q4 2020 Jan 13, 2021	BUY	$56.07 - $56.69 $224 - $226	4 Added 0.46%	879 $50,000
Q3 2020 Nov 12, 2020	BUY	$56.45 - $57.26 $112 - $114	2 Added 0.23%	875 $49,000
Q2 2020 Aug 13, 2020	BUY	$55.16 - $56.55 $6,067 - $6,220	110 Added 14.42%	873 $49,000
Q1 2020 May 12, 2020	BUY	$52.36 - $56.29 $157 - $168	3 Added 0.39%	763 $42,000
Q4 2019 Feb 07, 2020	SELL	$53.5 - $54.49 $1,123 - $1,144	-21 Reduced 2.69%	760 $40,000
Q3 2019 Nov 14, 2019	BUY	$53.0 - $54.65 $41,393 - $42,681	781 New	781 $42,000

Others Institutions Holding EAGG

# of Institutions

401

Shares Held

62.4M

Call Options Held

0

Put Options Held

0

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