Sowell Financial Services LLC Ishares Dj Us Tech ETF Transaction History

Sowell Financial Services LLC

$2.34 Billion
Q2 2025

A detailed history of Sowell Financial Services LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Sowell Financial Services LLC holds 21,077 shares of IYW stock, worth $3.88 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

21,077

Previous 15,034 40.2%

Holding current value

$3.88 Million

Previous $2.11 Million 73.0%

% of portfolio

0.16%

Previous 0.1%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 11, 2025	BUY	$122.57 - $173.27 $740,690 - $1.05 Million	6,043 Added 40.2%	21,077 $3.65 Million
Q1 2025 Apr 17, 2025	SELL	$140.44 - $166.79 $1.06 Million - $1.26 Million	-7,553 Reduced 33.44%	15,034 $2.11 Million
Q4 2024 Feb 07, 2025	BUY	$148.14 - $166.23 $553,747 - $621,367	3,738 Added 19.83%	22,587 $3.6 Million
Q3 2024 Oct 04, 2024	SELL	$133.16 - $158.73 $291,087 - $346,983	-2,186 Reduced 10.39%	18,849 $2.86 Million
Q2 2024 Aug 13, 2024	SELL	$124.75 - $153.46 $991,887 - $1.22 Million	-7,951 Reduced 27.43%	21,035 $3.17 Million
Q1 2024 May 03, 2024	SELL	$117.5 - $136.59 $91,062 - $105,857	-775 Reduced 2.6%	28,986 $3.91 Million
Q4 2023 Jan 24, 2024	SELL	$101.31 - $123.31 $33,330 - $40,568	-329 Reduced 1.09%	29,761 $3.65 Million
Q3 2023 Nov 08, 2023	BUY	$103.39 - $113.67 $222,598 - $244,731	2,153 Added 7.71%	30,090 $3.16 Million
Q2 2023 Aug 14, 2023	BUY	$88.68 - $109.37 $1.72 Million - $2.12 Million	19,364 Added 225.87%	27,937 $3.04 Million
Q1 2023 May 12, 2023	BUY	$72.54 - $92.81 $621,885 - $795,660	8,573 New	8,573 $795,000
Q1 2022 May 13, 2022	SELL	$90.78 - $115.41 $955,641 - $1.21 Million	-10,527 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$100.11 - $117.09 $1.05 Million - $1.23 Million	10,527 New	10,527 $1.21 Million
Q2 2021 Aug 05, 2021	SELL	$86.67 - $99.76 $280,204 - $322,524	-3,233 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$82.45 - $93.1 $70,000 - $79,041	849 Added 35.61%	3,233 $294,000
Q4 2020 Jan 13, 2021	BUY	$73.15 - $85.83 $125,598 - $147,370	1,717 Added 257.42%	2,384 $203,000
Q3 2020 Nov 12, 2020	SELL	$67.71 - $82.47 $11,442 - $13,937	-169 Reduced 20.22%	667 $201,000
Q2 2020 Aug 13, 2020	SELL	$48.73 - $67.63 $5,555 - $7,709	-114 Reduced 12.0%	836 $226,000
Q1 2020 May 12, 2020	SELL	$45.35 - $65.22 $135,777 - $195,268	-2,994 Reduced 75.91%	950 $194,000
Q4 2019 Feb 07, 2020	SELL	$49.62 - $58.5 $184,487 - $217,503	-3,718 Reduced 48.53%	3,944 $229,000
Q3 2019 Nov 14, 2019	BUY	$48.42 - $52.88 $370,994 - $405,166	7,662 New	7,662 $1.57 Million

Others Institutions Holding IYW

# of Institutions

1,296

Shares Held

89.1M

Call Options Held

339K

Put Options Held

154K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
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Sowell Financial Services LLC Ishares Dj Us Tech ETF Transaction History