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

813

Shares Held

40.8M

Call Options Held

8.9K

Put Options Held

2K

About ISHARES S&P MIDCAP 400 VALUE E

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