Sowell Financial Services LLC Ishares Tr Us Tech Breakthroug Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 13, 2020	SELL	$21.54 - $29.29 $1,572 - $2,138	-73 Closed	0 $0
Q1 2020 May 12, 2020	BUY	$19.89 - $27.61 $1,451 - $2,015	73 New	73 $2,000

Others Institutions Holding TECB

# of Institutions

74

Shares Held

5.92M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

4.71M
Shares

$258 Million
0.5% of portfolio
Bank Of America Corp Charlotte, NC

344K
Shares

$18.8 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

125K
Shares

$6.83 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

101K
Shares

$5.51 Million
0.0% of portfolio
Trek Financial, LLC Scottsdale, AZ

55.3K
Shares

$3.02 Million
0.23% of portfolio

About ISHARES TR US TECH BREAKTHROUG

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