Sowell Financial Services LLC Ishares Tr Transaction History

Sowell Financial Services LLC

  • $2.1 Billion
  • Q3 2024

A detailed history of Sowell Financial Services LLC transactions in Ishares Tr stock. As of the latest transaction made, Sowell Financial Services LLC holds 14,767 shares of IYR stock, worth $1.4 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
14,767
Holding current value
$1.4 Million
% of portfolio
0.07%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024
BUY
$86.93 - $103.61 $1.28 Million - $1.53 Million
14,767 New
14,767 $1.5 Million
Q4 2023

Jan 24, 2024
BUY
$73.28 - $92.46 $1.46 Million - $1.84 Million
19,864 New
19,864 $1.82 Million
Q1 2023

May 12, 2023
BUY
$78.73 - $95.24 $620,549 - $750,681
7,882 New
7,882 $669,000
Q1 2022

May 13, 2022
SELL
$99.21 - $115.26 $1.92 Million - $2.23 Million
-19,366 Closed
0 $0
Q4 2021

Feb 09, 2022
SELL
$103.03 - $116.14 $32,660 - $36,816
-317 Reduced 1.61%
19,366 $2.25 Million
Q3 2021

Nov 04, 2021
BUY
$102.34 - $111.27 $37,558 - $40,836
367 Added 1.9%
19,683 $2.02 Million
Q2 2021

Aug 05, 2021
SELL
$93.58 - $104.97 $106,306 - $119,245
-1,136 Reduced 5.55%
19,316 $1.97 Million
Q1 2021

May 07, 2021
BUY
$82.27 - $92.74 $32,332 - $36,446
393 Added 1.96%
20,452 $1.99 Million
Q4 2020

Jan 13, 2021
BUY
$76.87 - $86.71 $64,724 - $73,009
842 Added 4.38%
20,059 $1.72 Million
Q3 2020

Nov 12, 2020
SELL
$76.71 - $84.15 $2,991 - $3,281
-39 Reduced 0.2%
19,217 $1.53 Million
Q2 2020

Aug 13, 2020
SELL
$64.24 - $86.82 $1.65 Million - $2.23 Million
-25,706 Reduced 57.17%
19,256 $1.52 Million
Q1 2020

May 12, 2020
BUY
$57.84 - $100.28 $1.37 Million - $2.38 Million
23,692 Added 111.39%
44,962 $1.32 Million
Q4 2019

Feb 07, 2020
SELL
$89.52 - $95.36 $157,376 - $167,642
-1,758 Reduced 7.63%
21,270 $0
Q3 2019

Nov 14, 2019
SELL
$91.54 - $93.76 $661,559 - $677,603
-7,227 Reduced 23.89%
23,028 $2.15 Million
Q1 2019

May 15, 2019
BUY
N/A
16,549 Added 120.74%
30,255 $0
Q4 2018

Mar 05, 2019
BUY
N/A
13,706 New
13,706 $1.03 Million
Q3 2018

Nov 13, 2018
SELL
N/A
-15,406 Closed
0 $0
Q2 2018

Aug 14, 2018
BUY
N/A
4,992 Added 47.94%
15,406 $1.24 Million
Q1 2018

May 10, 2018
BUY
N/A
1,778 Added 20.59%
10,414 $791,000
Q4 2017

Jan 29, 2018
BUY
N/A
1,623 Added 23.14%
8,636 $665,000
Q3 2017

Nov 07, 2017
BUY
N/A
7,013
7,013 $561,000

Others Institutions Holding IYR

# of Institutions
599
Shares Held
57.1M
Call Options Held
11.4M
Put Options Held
13.1M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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