Sowell Financial Services LLC Ishares Tr Russell 1000 ETF Transaction History

Sowell Financial Services LLC

  • $2.11 Billion
  • Q1 2025

A detailed history of Sowell Financial Services LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Sowell Financial Services LLC holds 1,949 shares of IWB stock, worth $589,280. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,949
Holding current value
$589,280
% of portfolio
0.03%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
$302.31 - $337.54 $589,202 - $657,865
1,949 New
1,949 $594,000
Q1 2023

May 12, 2023
BUY
$208.78 - $230.55 $264,524 - $292,106
1,267 New
1,267 $285,000
Q2 2021

Aug 05, 2021
SELL
$226.48 - $242.11 $214,023 - $228,793
-945 Closed
0 $0
Q1 2021

May 07, 2021
BUY
$208.89 - $225.24 $38,017 - $40,993
182 Added 23.85%
945 $223,000
Q4 2020

Jan 13, 2021
SELL
$182.85 - $211.84 $46,443 - $53,807
-254 Reduced 24.98%
763 $162,000
Q3 2020

Nov 12, 2020
BUY
$172.79 - $199.44 $50,109 - $57,837
290 Added 39.89%
1,017 $190,000
Q2 2020

Aug 13, 2020
BUY
$135.3 - $179.75 $9,876 - $13,121
73 Added 11.16%
727 $125,000
Q1 2020

May 12, 2020
SELL
$122.99 - $188.06 $14,758 - $22,567
-120 Reduced 15.5%
654 $93,000
Q3 2019

Nov 14, 2019
BUY
$163.68 - $167.08 $126,688 - $129,319
774 New
774 $127,000
Q1 2018

May 10, 2018
SELL
N/A
-8,899 Closed
0 $0
Q4 2017

Jan 29, 2018
BUY
N/A
8,899
8,899 $1.38 Million

Others Institutions Holding IWB

# of Institutions
1,477
Shares Held
97.6M
Call Options Held
79.9K
Put Options Held
306K
View Full List

About ISHARES TR RUSSELL 1000 ETF

IWB Quotes by TradingView
  • Ticker IWB
  • Sector ETFs
  • Industry ETFs
More about IWB
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