Sowell Financial Services LLC Ishares Tr Transaction History

Sowell Financial Services LLC

$1.85 Billion
Q4 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 17,991 shares of IYR stock, worth $1.73 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

17,991

Previous 14,767 21.83%

Holding current value

$1.73 Million

Previous $1.5 Million 11.3%

% of portfolio

0.09%

Previous 0.07%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$90.74 - $102.87 $292,545 - $331,652	3,224 Added 21.83%	17,991 $1.67 Million
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

608

Shares Held

59.3M

Call Options Held

9.67M

Put Options Held

14.2M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

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Sowell Financial Services LLC Ishares Tr Transaction History