Sowell Financial Services LLC Ishares Tr Russell 200 Growth Transaction History

Sowell Financial Services LLC

  • $2.34 Billion
  • Q2 2025

A detailed history of Sowell Financial Services LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Sowell Financial Services LLC holds 5,327 shares of IWY stock, worth $1.38 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
5,327
Previous 2,335 128.14%
Holding current value
$1.38 Million
Previous $491,000 167.41%
% of portfolio
0.06%
Previous 0.02%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 11, 2025
BUY
$187.5 - $246.51 $561,000 - $737,557
2,992 Added 128.14%
5,327 $1.31 Million
Q1 2025

Apr 17, 2025
BUY
$210.19 - $243.33 $490,793 - $568,175
2,335 New
2,335 $491,000
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
615
Shares Held
52.2M
Call Options Held
7.6K
Put Options Held
7.8K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

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