Sowell Financial Services LLC Ishares Russell 3000 ETF Transaction History

Sowell Financial Services LLC

$2.34 Billion
Q2 2025

A detailed history of Sowell Financial Services LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Sowell Financial Services LLC holds 12,640 shares of IWV stock, worth $4.57 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

12,640

Previous 13,988 9.64%

Holding current value

$4.57 Million

Previous $4.42 Million 0.36%

% of portfolio

0.19%

Previous 0.21%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	SELL	$281.67 - $351.0 $379,691 - $473,148	-1,348 Reduced 9.64%	12,640 $4.44 Million
Q1 2025 Apr 17, 2025	BUY	$313.1 - $349.83 $197,879 - $221,092	632 Added 4.73%	13,988 $4.42 Million
Q4 2024 Feb 07, 2025	BUY	$323.08 - $349.08 $399,649 - $431,811	1,237 Added 10.21%	13,356 $4.46 Million
Q3 2024 Oct 04, 2024	BUY	$294.75 - $326.73 $505,496 - $560,341	1,715 Added 16.48%	12,119 $3.96 Million
Q2 2024 Aug 13, 2024	BUY	$283.16 - $309.9 $2.95 Million - $3.22 Million	10,404 New	10,404 $3.21 Million
Q1 2023 May 12, 2023	BUY	$218.83 - $242.18 $1.34 Million - $1.48 Million	6,125 New	6,125 $1.44 Million
Q2 2021 Aug 05, 2021	SELL	$240.32 - $256.01 $807,234 - $859,937	-3,359 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$220.59 - $239.53 $20,956 - $22,755	95 Added 2.91%	3,359 $838,000
Q4 2020 Jan 13, 2021	BUY	$191.94 - $223.55 $95,202 - $110,880	496 Added 17.92%	3,264 $730,000
Q3 2020 Nov 12, 2020	BUY	$180.98 - $208.68 $68,591 - $79,089	379 Added 15.86%	2,768 $542,000
Q2 2020 Aug 13, 2020	SELL	$141.33 - $188.81 $38,865 - $51,922	-275 Reduced 10.32%	2,389 $430,000
Q1 2020 May 12, 2020	BUY	$128.35 - $198.13 $173,015 - $267,079	1,348 Added 102.43%	2,664 $395,000
Q3 2019 Nov 14, 2019	BUY	$172.91 - $176.69 $227,549 - $232,524	1,316 New	1,316 $229,000

Others Institutions Holding IWV

# of Institutions

911

Shares Held

26.3M

Call Options Held

16.1K

Put Options Held

8.2K

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About ISHARES RUSSELL 3000 ETF

Ticker IWV
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Sowell Financial Services LLC Ishares Russell 3000 ETF Transaction History