Sowell Financial Services LLC Ishares Russell 2000 Gwt ETF Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 13, 2024	BUY	$245.29 - $268.7 $69,171 - $75,773	282 Added 2.46%	11,728 $3.08 Million
Q1 2024 May 03, 2024	BUY	$239.5 - $270.8 $2.74 Million - $3.1 Million	11,446 New	11,446 $3.1 Million
Q3 2023 Nov 08, 2023	BUY	$221.24 - $254.04 $2.32 Million - $2.66 Million	10,479 New	10,479 $2.35 Million
Q2 2021 Aug 05, 2021	SELL	$278.74 - $313.3 $125,990 - $141,611	-452 Closed	0 $0
Q1 2021 May 07, 2021	SELL	$282.5 - $336.63 $15,255 - $18,178	-54 Reduced 10.67%	452 $133,000
Q4 2020 Jan 13, 2021	BUY	$223.17 - $294.86 $7,810 - $10,320	35 Added 7.43%	506 $145,000
Q3 2020 Nov 12, 2020	BUY	$203.91 - $230.98 $24,061 - $27,255	118 Added 33.43%	471 $104,000
Q2 2020 Aug 13, 2020	SELL	$145.61 - $213.67 $6,698 - $9,828	-46 Reduced 11.53%	353 $73,000
Q1 2020 May 12, 2020	SELL	$135.58 - $225.25 $2,711 - $4,505	-20 Reduced 4.77%	399 $63,000
Q4 2019 Feb 07, 2020	SELL	$186.63 - $216.19 $2,052 - $2,378	-11 Reduced 2.56%	419 $89,000
Q3 2019 Nov 14, 2019	SELL	$189.94 - $205.08 $751,022 - $810,886	-3,954 Reduced 90.19%	430 $83,000
Q1 2019 May 15, 2019	BUY	$164.26 - $202.05 $233,249 - $286,911	1,420 Added 47.91%	4,384 $0
Q4 2018 Mar 05, 2019	BUY	$156.33 - $211.73 $463,362 - $627,567	2,964 New	2,964 $498,000
Q3 2018 Nov 13, 2018	SELL	$204.76 - $220.33 $1.01 Million - $1.08 Million	-4,909 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	$185.51 - $214.36 $9,832 - $11,361	53 Added 1.09%	4,909 $1.03 Million
Q1 2018 May 10, 2018	BUY	$179.86 - $200.59 $873,400 - $974,065	4,856 New	4,856 $937,000

Others Institutions Holding IWO

# of Institutions

1,057

Shares Held

32.3M

Call Options Held

178K

Put Options Held

176K

About ISHARES RUSSELL 2000 GWT ETF

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