Sowell Financial Services LLC Ishares Russell 3000 ETF Transaction History

Sowell Financial Services LLC

  • $1.85 Billion
  • Q4 2024

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 13,356 shares of IWV stock, worth $4.51 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
13,356
Previous 12,119 10.21%
Holding current value
$4.51 Million
Previous $3.96 Million 12.76%
% of portfolio
0.24%
Previous 0.19%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
926
Shares Held
27.1M
Call Options Held
17.4K
Put Options Held
6.4K
View Full List

About ISHARES RUSSELL 3000 ETF

IWV Quotes by TradingView
  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
Track This Portfolio

Track Sowell Financial Services LLC Portfolio

Follow Sowell Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email