Sowell Financial Services LLC Ishares S&P Midcap 400 Value E Transaction History

Sowell Financial Services LLC

  • $2.34 Billion
  • Q2 2025

A detailed history of Sowell Financial Services LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Sowell Financial Services LLC holds 11,825 shares of IJJ stock, worth $1.46 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
11,825
Previous 10,475 12.89%
Holding current value
$1.46 Million
Previous $1.25 Million 17.07%
% of portfolio
0.06%
Previous 0.06%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
BUY
$103.88 - $123.68 $140,238 - $166,968
1,350 Added 12.89%
11,825 $1.46 Million
Q1 2025

Apr 17, 2025
BUY
$117.4 - $131.02 $1.23 Million - $1.37 Million
10,475 New
10,475 $1.25 Million
Q1 2023

May 12, 2023
BUY
$97.23 - $116.09 $1.75 Million - $2.09 Million
18,007 New
18,007 $1.85 Million
Q3 2021

Nov 04, 2021
SELL
$99.84 - $108.44 $1.64 Million - $1.78 Million
-16,458 Closed
0 $0
Q2 2021

Aug 05, 2021
SELL
$102.45 - $110.12 $335,216 - $360,312
-3,272 Reduced 16.58%
16,458 $1.73 Million
Q1 2021

May 07, 2021
BUY
$84.81 - $105.35 $1.59 Million - $1.97 Million
18,707 Added 1828.64%
19,730 $2.15 Million
Q4 2020

Jan 13, 2021
BUY
$68.27 - $86.35 $12,766 - $16,147
187 Added 22.37%
1,023 $88,000
Q2 2020

Aug 13, 2020
SELL
$50.55 - $75.5 $22,140 - $33,069
-438 Reduced 34.38%
836 $111,000
Q1 2020

May 12, 2020
SELL
$46.62 - $86.52 $17,342 - $32,185
-372 Reduced 22.6%
1,274 $140,000
Q4 2019

Feb 07, 2020
BUY
$76.36 - $85.59 $25,504 - $28,587
334 Added 25.46%
1,646 $0
Q3 2019

Nov 14, 2019
BUY
$79.13 - $81.47 $103,818 - $106,888
1,312 New
1,312 $210,000
Q1 2018

May 10, 2018
SELL
N/A
-1,420 Closed
0 $0
Q4 2017

Jan 29, 2018
BUY
N/A
1,420
1,420 $231,000

Others Institutions Holding IJJ

# of Institutions
905
Shares Held
42.3M
Call Options Held
184K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

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