A detailed history of Sowell Financial Services LLC transactions in Ishares Tr stock. As of the latest transaction made, Sowell Financial Services LLC holds 33,358 shares of IDV stock, worth $950,035. This represents 0.05% of its overall portfolio holdings.

Number of Shares
33,358
Previous 38,304 12.91%
Holding current value
$950,035
Previous $1.06 Million 4.82%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 04, 2024

SELL
$27.62 - $30.64 $136,608 - $151,545
-4,946 Reduced 12.91%
33,358 $1.01 Million
Q2 2024

Aug 13, 2024

SELL
$26.94 - $30.1 $4,014 - $4,484
-149 Reduced 0.39%
38,304 $1.06 Million
Q1 2024

May 03, 2024

SELL
$26.95 - $28.13 $22,584 - $23,572
-838 Reduced 2.13%
38,453 $1.08 Million
Q4 2023

Jan 24, 2024

SELL
$24.46 - $28.13 $126,238 - $145,178
-5,161 Reduced 11.61%
39,291 $1.1 Million
Q3 2023

Nov 08, 2023

BUY
$25.3 - $27.59 $136,442 - $148,792
5,393 Added 13.81%
44,452 $1.13 Million
Q2 2023

Aug 14, 2023

BUY
$25.86 - $28.52 $485,754 - $535,719
18,784 Added 92.65%
39,059 $1.03 Million
Q1 2023

May 12, 2023

SELL
$26.54 - $29.5 $462,910 - $514,539
-17,442 Reduced 46.24%
20,275 $557,000
Q4 2022

Feb 09, 2023

BUY
$22.26 - $27.56 $202,054 - $250,162
9,077 Added 31.69%
37,717 $1.02 Million
Q3 2022

Nov 15, 2022

BUY
$22.53 - $28.47 $645,259 - $815,380
28,640 New
28,640 $645,000
Q1 2022

May 13, 2022

SELL
$29.99 - $33.33 $786,667 - $874,279
-26,231 Closed
0 $0
Q4 2021

Feb 09, 2022

BUY
$29.77 - $31.71 $127,564 - $135,877
4,285 Added 19.53%
26,231 $818,000
Q3 2021

Nov 04, 2021

SELL
$30.42 - $32.96 $78,027 - $84,542
-2,565 Reduced 10.46%
21,946 $668,000
Q2 2021

Aug 05, 2021

SELL
$31.67 - $34.02 $40,600 - $43,613
-1,282 Reduced 4.97%
24,511 $794,000
Q1 2021

May 07, 2021

BUY
$29.53 - $32.13 $88,442 - $96,229
2,995 Added 13.14%
25,793 $860,000
Q4 2020

Jan 13, 2021

SELL
$24.08 - $29.73 $38,865 - $47,984
-1,614 Reduced 6.61%
22,798 $672,000
Q3 2020

Nov 12, 2020

SELL
$24.68 - $26.95 $44,399 - $48,483
-1,799 Reduced 6.86%
24,412 $609,000
Q2 2020

Aug 13, 2020

SELL
$21.21 - $27.95 $1.61 Million - $2.12 Million
-76,009 Reduced 74.36%
26,211 $658,000
Q1 2020

May 12, 2020

BUY
$19.58 - $34.05 $930,441 - $1.62 Million
47,520 Added 86.87%
102,220 $2.31 Million
Q4 2019

Feb 07, 2020

SELL
$29.79 - $33.61 $58,447 - $65,942
-1,962 Reduced 3.46%
54,700 $0
Q3 2019

Nov 14, 2019

BUY
$30.41 - $31.26 $815,322 - $838,111
26,811 Added 89.82%
56,662 $1.74 Million
Q1 2019

May 15, 2019

SELL
N/A
-3,625 Reduced 10.83%
29,851 $0
Q4 2018

Mar 05, 2019

BUY
N/A
33,476 New
33,476 $961,000

Others Institutions Holding IDV

About ISHARES TR


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  • Sector ETFs
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