Sowell Financial Services LLC Ishares U.S. Consumer Staples Transaction History

Sowell Financial Services LLC

$2.34 Billion
Q2 2025

A detailed history of Sowell Financial Services LLC transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Sowell Financial Services LLC holds 4,030 shares of IYK stock, worth $282,100. This represents 0.01% of its overall portfolio holdings.

Number of Shares

4,030

Previous 4,020 0.25%

Holding current value

$282,100

Previous $287,000 1.05%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$67.29 - $72.42 $672 - $724	10 Added 0.25%	4,030 $284,000
Q1 2025 Apr 17, 2025	BUY	$63.29 - $71.8 $254,425 - $288,636	4,020 New	4,020 $287,000
Q1 2023 May 12, 2023	BUY	$190.43 - $204.74 $272,695 - $293,187	1,432 New	1,432 $285,000
Q2 2021 Aug 05, 2021	SELL	$175.59 - $184.13 $329,231 - $345,243	-1,875 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$165.4 - $181.87 $177,805 - $195,510	1,075 Added 134.38%	1,875 $341,000
Q4 2019 Feb 07, 2020	SELL	$123.25 - $133.8 $12,325 - $13,380	-100 Reduced 11.11%	800 $106,000
Q3 2019 Nov 14, 2019	BUY	$119.38 - $126.9 $107,442 - $114,210	900 New	900 $114,000

Others Institutions Holding IYK

# of Institutions

272

Shares Held

11.7M

Call Options Held

Put Options Held

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About ISHARES U.S. CONSUMER STAPLES

Ticker IYK
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Sowell Financial Services LLC Ishares U.S. Consumer Staples Transaction History