Sowell Financial Services LLC Ishares Tr Russell 1000 ETF Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

1,372

Shares Held

93.2M

Call Options Held

221K

Put Options Held

52.5K

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
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