Sowell Financial Services LLC Ishares Tr Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 12, 2023	BUY	$95.26 - $104.26 $279,492 - $305,898	2,934 New	2,934 $293,000
Q2 2021 Aug 05, 2021	SELL	$106.5 - $112.79 $831,019 - $880,100	-7,803 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$93.24 - $105.87 $21,724 - $24,667	233 Added 3.08%	7,803 $873,000
Q4 2020 Jan 13, 2021	BUY	$81.66 - $97.19 $416,547 - $495,766	5,101 Added 206.6%	7,570 $735,000
Q3 2020 Nov 12, 2020	BUY	$74.42 - $87.03 $74 - $87	1 Added 0.04%	2,469 $413,000
Q2 2020 Aug 13, 2020	SELL	$58.74 - $81.28 $7,342 - $10,160	-125 Reduced 4.82%	2,468 $372,000
Q1 2020 May 12, 2020	SELL	$52.08 - $87.1 $44,945 - $75,167	-863 Reduced 24.97%	2,593 $322,000
Q4 2019 Feb 07, 2020	SELL	$75.93 - $84.31 $26,499 - $29,424	-349 Reduced 9.17%	3,456 $289,000
Q3 2019 Nov 14, 2019	SELL	$75.18 - $80.81 $22,403 - $24,081	-298 Reduced 7.26%	3,805 $604,000
Q1 2019 May 15, 2019	SELL	$62.56 - $76.42 $6,256 - $7,642	-100 Reduced 2.38%	4,103 $0
Q4 2018 Mar 05, 2019	BUY	$60.03 - $78.9 $252,306 - $331,616	4,203 New	4,203 $540,000
Q3 2018 Nov 13, 2018	SELL	$71.72 - $79.5 $340,024 - $376,909	-4,741 Closed	0 $0
Q2 2018 Aug 14, 2018	SELL	$70.11 - $75.86 $15,704 - $16,992	-224 Reduced 4.51%	4,741 $708,000
Q4 2017 Jan 29, 2018	BUY	$69.42 - $73.89 $10,413 - $11,083	150 Added 3.12%	4,965 $769,000
Q3 2017 Nov 07, 2017	BUY	$68.93 - $69.27 $331,897 - $333,535	4,815	4,815 $680,000

Others Institutions Holding IYJ

# of Institutions

317

Shares Held

6.08M

Call Options Held

29.4K

Put Options Held

0

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