A detailed history of Sowell Financial Services LLC transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Sowell Financial Services LLC holds 18,205 shares of USIG stock, worth $934,644. This represents 0.05% of its overall portfolio holdings.

Number of Shares
18,205
Holding current value
$934,644
% of portfolio
0.05%

Shares

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

Oct 04, 2024

BUY
$49.82 - $52.8 $906,973 - $961,224
18,205 New
18,205 $957,000
Q1 2023

May 12, 2023

BUY
$49.01 - $51.53 $257,008 - $270,223
5,244 New
5,244 $265,000
Q2 2021

Aug 05, 2021

SELL
$59.01 - $60.59 $597,653 - $613,655
-10,128 Closed
0 $0
Q1 2021

May 07, 2021

SELL
$58.48 - $61.79 $131,521 - $138,965
-2,249 Reduced 18.17%
10,128 $605,000
Q4 2020

Jan 13, 2021

SELL
$60.4 - $62.05 $25,186 - $25,874
-417 Reduced 3.26%
12,377 $767,000
Q3 2020

Nov 12, 2020

SELL
$60.44 - $62.21 $220,545 - $227,004
-3,649 Reduced 22.19%
12,794 $778,000
Q2 2020

Aug 13, 2020

SELL
$55.07 - $60.42 $89,709 - $98,424
-1,629 Reduced 9.01%
16,443 $993,000
Q1 2020

May 12, 2020

SELL
$49.31 - $60.79 $3,106 - $3,829
-63 Reduced 0.35%
18,072 $1.01 Million
Q4 2019

Feb 07, 2020

SELL
$57.58 - $58.56 $20,498 - $20,847
-356 Reduced 1.93%
18,135 $1.06 Million
Q3 2019

Nov 14, 2019

BUY
$56.56 - $58.86 $92,192 - $95,941
1,630 Added 9.67%
18,491 $1.08 Million
Q1 2019

May 15, 2019

SELL
$53.0 - $55.29 $55,968 - $58,386
-1,056 Reduced 5.89%
16,861 $0
Q4 2018

Mar 05, 2019

BUY
$52.37 - $53.49 $938,313 - $958,380
17,917 New
17,917 $949,000

Others Institutions Holding USIG

About ISHARES TR BROAD USD INBD ETFV


  • Ticker USIG
  • Sector ETFs
  • Industry ETFs
More about USIG
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.