Sowell Financial Services LLC Ishares Core S&P U.S. Value Et Transaction History

Sowell Financial Services LLC

$2.05 Billion
Q2 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$70.21 - $77.86 $193,990 - $215,127	2,763 New	2,763 $203,000
Q2 2021 Aug 05, 2021	SELL	$69.41 - $73.87 $482,885 - $513,913	-6,957 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$61.28 - $69.6 $297,085 - $337,420	4,848 Added 229.87%	6,957 $508,000
Q4 2020 Jan 13, 2021	SELL	$53.17 - $62.19 $2,977 - $3,482	-56 Reduced 2.59%	2,109 $131,000
Q3 2020 Nov 12, 2020	SELL	$51.46 - $57.08 $1,852 - $2,054	-36 Reduced 1.64%	2,165 $118,000
Q2 2020 Aug 13, 2020	SELL	$44.04 - $57.88 $72,974 - $95,907	-1,657 Reduced 42.95%	2,201 $115,000
Q1 2020 May 12, 2020	SELL	$39.87 - $63.83 $303,012 - $485,108	-7,600 Reduced 66.33%	3,858 $178,000
Q4 2019 Feb 07, 2020	BUY	$55.95 - $63.08 $522,573 - $589,167	9,340 Added 440.98%	11,458 $722,000
Q3 2019 Nov 14, 2019	BUY	$54.3 - $58.65 $115,007 - $124,220	2,118 New	2,118 $122,000

Others Institutions Holding IUSV

# of Institutions

687

Shares Held

157M

Call Options Held

0

Put Options Held

0

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