Sowell Financial Services LLC Ishares Tr Russell 200 Growth Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 05, 2021	SELL	$136.12 - $150.82 $112,026 - $124,124	-823 Closed	0 $0
Q1 2021 May 07, 2021	SELL	$127.24 - $139.47 $15,905 - $17,433	-125 Reduced 13.19%	823 $117,000
Q4 2020 Jan 13, 2021	SELL	$116.6 - $133.06 $53,053 - $60,542	-455 Reduced 32.43%	948 $126,000
Q3 2020 Nov 12, 2020	SELL	$108.23 - $131.63 $25,542 - $31,064	-236 Reduced 14.4%	1,403 $170,000
Q2 2020 Aug 13, 2020	BUY	$80.54 - $107.61 $2,899 - $3,873	36 Added 2.25%	1,639 $175,000
Q1 2020 May 12, 2020	BUY	$73.46 - $106.09 $100,640 - $145,343	1,370 Added 587.98%	1,603 $135,000
Q4 2019 Feb 07, 2020	SELL	$84.75 - $97.05 $2,288 - $2,620	-27 Reduced 10.38%	233 $0
Q3 2019 Nov 14, 2019	BUY	$86.45 - $88.64 $22,477 - $23,046	260 New	260 $23,000

Others Institutions Holding IWY

# of Institutions

528

Shares Held

49.9M

Call Options Held

12.3K

Put Options Held

5.1K

Tiaa Trust, National Association Charlotte, NC

6.55M
Shares

$1.5 Billion
4.33% of portfolio
Tiaa, Fsb St. Louis, MO

5.94M
Shares

$1.36 Billion
3.41% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

5.24M
Shares

$1.2 Billion
4.13% of portfolio
First Citizens Bank & Trust CO

5.01M
Shares

$1.14 Billion
16.88% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.06M
Shares

$470 Million
0.12% of portfolio

About ISHARES TR RUSSELL 200 GROWTH

Ticker IWY
Sector ETFs
Industry ETFs

Track This Portfolio

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.