Sowell Financial Services LLC Ishares Russell Midcap Value E Transaction History

Sowell Financial Services LLC

  • $2.11 Billion
  • Q1 2025

A detailed history of Sowell Financial Services LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Sowell Financial Services LLC holds 4,151 shares of IWS stock, worth $505,591. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,151
Previous 47,744 91.31%
Holding current value
$505,591
Previous $6.18 Million 91.55%
% of portfolio
0.02%
Previous 0.33%

Shares

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

Apr 17, 2025
SELL
$122.59 - $135.24 $5.34 Million - $5.9 Million
-43,593 Reduced 91.31%
4,151 $522,000
Q4 2024

Feb 07, 2025
BUY
$128.08 - $140.32 $382,959 - $419,556
2,990 Added 6.68%
47,744 $6.18 Million
Q3 2024

Oct 04, 2024
BUY
$119.52 - $132.25 $5.35 Million - $5.92 Million
44,754 New
44,754 $5.92 Million
Q2 2021

Aug 05, 2021
SELL
$110.51 - $117.85 $123,771 - $131,992
-1,120 Closed
0 $0
Q1 2021

May 07, 2021
BUY
$95.27 - $111.97 $86,886 - $102,116
912 Added 438.46%
1,120 $130,000
Q4 2020

Jan 13, 2021
SELL
$80.93 - $96.96 $15,781 - $18,907
-195 Reduced 48.39%
208 $20,000
Q3 2020

Nov 12, 2020
BUY
$74.79 - $85.06 $15,631 - $17,777
209 Added 107.73%
403 $33,000
Q2 2020

Aug 13, 2020
SELL
$59.9 - $85.49 $15,454 - $22,056
-258 Reduced 57.08%
194 $15,000
Q1 2020

May 12, 2020
BUY
$54.38 - $96.81 $12,670 - $22,556
233 Added 106.39%
452 $29,000
Q4 2019

Feb 07, 2020
SELL
$86.25 - $94.77 $862 - $947
-10 Reduced 4.37%
219 $20,000
Q3 2019

Nov 14, 2019
BUY
$84.39 - $91.13 $19,325 - $20,868
229 New
229 $21,000

Others Institutions Holding IWS

# of Institutions
1,020
Shares Held
97.5M
Call Options Held
19.1K
Put Options Held
4.8K
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

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