Sowell Financial Services LLC Ishares Tr U S Utils ETF Transaction History

Sowell Financial Services LLC

  • $2.1 Billion
  • Q3 2024

A detailed history of Sowell Financial Services LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Sowell Financial Services LLC holds 14,358 shares of IDU stock, worth $1.38 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
14,358
Holding current value
$1.38 Million
% of portfolio
0.07%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024
BUY
$87.2 - $102.21 $1.25 Million - $1.47 Million
14,358 New
14,358 $1.46 Million
Q4 2023

Jan 24, 2024
BUY
$70.39 - $82.51 $951,391 - $1.12 Million
13,516 New
13,516 $1.08 Million
Q2 2021

Aug 05, 2021
SELL
$78.5 - $83.84 $155,979 - $166,590
-1,987 Closed
0 $0
Q1 2021

May 07, 2021
SELL
$72.46 - $79.63 $48,765 - $53,590
-673 Reduced 25.3%
1,987 $162,000
Q4 2020

Jan 13, 2021
BUY
$73.61 - $82.19 $123,885 - $138,325
1,683 Added 172.26%
2,660 $206,000
Q3 2020

Nov 12, 2020
SELL
$70.19 - $76.14 $3,228 - $3,502
-46 Reduced 4.5%
977 $143,000
Q2 2020

Aug 13, 2020
SELL
$64.5 - $78.05 $15,673 - $18,966
-243 Reduced 19.19%
1,023 $143,000
Q1 2020

May 12, 2020
SELL
$56.5 - $88.53 $2,542 - $3,983
-45 Reduced 3.43%
1,266 $175,000
Q4 2019

Feb 07, 2020
BUY
$77.06 - $81.5 $8,476 - $8,965
110 Added 9.16%
1,311 $106,000
Q3 2019

Nov 14, 2019
SELL
$74.74 - $81.66 $322,951 - $352,852
-4,321 Reduced 78.25%
1,201 $196,000
Q1 2019

May 15, 2019
BUY
$65.82 - $74.61 $36,595 - $41,483
556 Added 11.2%
5,522 $0
Q4 2018

Mar 05, 2019
BUY
$65.33 - $72.1 $324,428 - $358,048
4,966 New
4,966 $667,000

Others Institutions Holding IDU

# of Institutions
282
Shares Held
7.78M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR U S UTILS ETF

IDU Quotes by TradingView
  • Ticker IDU
  • Sector ETFs
  • Industry ETFs
More about IDU
Track This Portfolio

Track Sowell Financial Services LLC Portfolio

Follow Sowell Financial Services 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 Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

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

Choose your preferred platform and Sign Up 👇 Telegram Email