A detailed history of Sowell Financial Services LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Sowell Financial Services LLC holds 94,356 shares of IVV stock, worth $57.6 Million. This represents 2.6% of its overall portfolio holdings.

Number of Shares
94,356
Previous 105,131 10.25%
Holding current value
$57.6 Million
Previous $57.5 Million 5.4%
% of portfolio
2.6%
Previous 2.8%

Shares

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

Oct 04, 2024

SELL
$520.18 - $576.82 $5.6 Million - $6.22 Million
-10,775 Reduced 10.25%
94,356 $54.4 Million
Q2 2024

Aug 13, 2024

SELL
$497.53 - $549.64 $5.33 Million - $5.88 Million
-10,706 Reduced 9.24%
105,131 $57.5 Million
Q1 2024

May 03, 2024

SELL
$469.56 - $525.73 $1.16 Million - $1.3 Million
-2,474 Reduced 2.09%
115,837 $60.9 Million
Q4 2023

Jan 24, 2024

SELL
$412.55 - $479.0 $2.58 Million - $3 Million
-6,265 Reduced 5.03%
118,311 $56.5 Million
Q3 2023

Nov 08, 2023

SELL
$427.76 - $460.18 $6.57 Million - $7.06 Million
-15,348 Reduced 10.97%
124,576 $53.5 Million
Q2 2023

Aug 14, 2023

BUY
$406.17 - $445.71 $12.5 Million - $13.7 Million
30,686 Added 28.09%
139,924 $62.4 Million
Q1 2023

May 12, 2023

SELL
$381.13 - $418.66 $6.67 Million - $7.33 Million
-17,503 Reduced 13.81%
109,238 $44.9 Million
Q4 2022

Feb 09, 2023

BUY
$357.98 - $409.32 $14.3 Million - $16.3 Million
39,877 Added 45.91%
126,741 $48.7 Million
Q3 2022

Nov 15, 2022

BUY
$358.65 - $432.04 $31.2 Million - $37.5 Million
86,864 New
86,864 $31.2 Million
Q1 2022

May 13, 2022

SELL
$418.06 - $479.84 $41 Million - $47 Million
-97,979 Closed
0 $0
Q4 2021

Feb 09, 2022

SELL
$430.29 - $479.53 $1.52 Million - $1.7 Million
-3,539 Reduced 3.49%
97,979 $46.7 Million
Q3 2021

Nov 04, 2021

SELL
$426.8 - $455.27 $1.07 Million - $1.15 Million
-2,517 Reduced 2.42%
101,518 $43.7 Million
Q2 2021

Aug 05, 2021

SELL
$402.08 - $429.92 $16.7 Million - $17.9 Million
-41,557 Reduced 28.54%
104,035 $44.7 Million
Q1 2021

May 07, 2021

BUY
$370.22 - $398.75 $4.84 Million - $5.21 Million
13,069 Added 9.86%
145,592 $61.2 Million
Q4 2020

Jan 13, 2021

BUY
$327.62 - $375.39 $3.46 Million - $3.96 Million
10,558 Added 8.66%
132,523 $49.7 Million
Q3 2020

Nov 12, 2020

BUY
$311.81 - $359.24 $5.7 Million - $6.57 Million
18,280 Added 17.63%
121,965 $41 Million
Q2 2020

Aug 13, 2020

BUY
$246.8 - $324.4 $7.61 Million - $10 Million
30,830 Added 42.32%
103,685 $32.1 Million
Q1 2020

May 12, 2020

SELL
$224.65 - $339.88 $7.21 Million - $10.9 Million
-32,106 Reduced 30.59%
72,855 $18.8 Million
Q4 2019

Feb 07, 2020

SELL
$289.63 - $324.32 $1.53 Million - $1.72 Million
-5,290 Reduced 4.8%
104,961 $33.9 Million
Q3 2019

Nov 14, 2019

BUY
$285.57 - $303.77 $7.52 Million - $8 Million
26,344 Added 31.4%
110,251 $32.9 Million
Q1 2019

May 15, 2019

SELL
$245.43 - $286.57 $1.77 Million - $2.07 Million
-7,219 Reduced 7.92%
83,907 $0
Q4 2018

Mar 05, 2019

BUY
$236.09 - $293.95 $21.5 Million - $26.8 Million
91,126 New
91,126 $22.9 Million
Q3 2018

Nov 13, 2018

SELL
$272.73 - $295.76 $26.8 Million - $29.1 Million
-98,282 Closed
0 $0
Q2 2018

Aug 14, 2018

BUY
$259.21 - $280.89 $5.53 Million - $6 Million
21,347 Added 27.75%
98,282 $27.9 Million
Q1 2018

May 10, 2018

SELL
$259.62 - $288.66 $2.7 Million - $3 Million
-10,386 Reduced 11.89%
76,935 $20.4 Million
Q4 2017

Jan 29, 2018

BUY
$253.97 - $271.47 $624,512 - $667,544
2,459 Added 2.9%
87,321 $24.6 Million
Q3 2017

Nov 07, 2017

BUY
$246.18 - $253.1 $20.9 Million - $21.5 Million
84,862
84,862 $22 Million

Others Institutions Holding IVV

About ISHARES CORE S&P 500 ETF


  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
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