Sowell Financial Services LLC Ishares Tr Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Aug 05, 2021	SELL	$101.05 - $107.97 $151,069 - $161,415	-1,495 Closed	0 $0
Q1 2021 May 07, 2021	SELL	$93.02 - $100.44 $65,207 - $70,408	-701 Reduced 31.92%	1,495 $157,000
Q4 2020 Jan 13, 2021	BUY	$81.36 - $94.32 $86,078 - $99,790	1,058 Added 92.97%	2,196 $207,000
Q3 2020 Nov 12, 2020	BUY	$76.94 - $88.82 $76 - $88	1 Added 0.09%	1,138 $190,000
Q2 2020 Aug 13, 2020	BUY	$60.32 - $80.25 $1,146 - $1,524	19 Added 1.7%	1,137 $174,000
Q1 2020 May 12, 2020	SELL	$54.71 - $84.04 $4,486 - $6,891	-82 Reduced 6.83%	1,118 $141,000
Q4 2019 Feb 07, 2020	BUY	$71.59 - $80.04 $4,223 - $4,722	59 Added 5.17%	1,200 $0
Q3 2019 Nov 14, 2019	BUY	$73.36 - $74.95 $83,703 - $85,517	1,141 New	1,141 $168,000

Others Institutions Holding IYY

# of Institutions

254

Shares Held

3.48M

Call Options Held

6.6K

Put Options Held

0

Morgan Stanley New York, NY

469K
Shares

$67.8 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

336K
Shares

$48.5 Million
0.02% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

167K
Shares

$24.2 Million
0.01% of portfolio
Savant Capital, LLC

162K
Shares

$23.3 Million
0.19% of portfolio
Sharp Financial Services, LLC Horsham, PA

133K
Shares

$19.2 Million
14.3% of portfolio

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