Sowell Financial Services LLC Ishares Esg Advanced Msci Usa Transaction History

Sowell Financial Services LLC

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	SELL	$43.59 - $49.35 $37,138 - $42,046	-852 Reduced 5.87%	13,657 $670,000
Q2 2024 Aug 13, 2024	SELL	$41.56 - $47.79 $1,413 - $1,624	-34 Reduced 0.23%	14,509 $675,000
Q1 2024 May 03, 2024	BUY	$38.81 - $45.23 $564,413 - $657,779	14,543 New	14,543 $656,000
Q3 2023 Nov 08, 2023	SELL	$34.33 - $37.33 $9,406 - $10,228	-274 Reduced 1.84%	14,632 $507,000
Q2 2023 Aug 14, 2023	BUY	$32.33 - $35.95 $481,910 - $535,870	14,906 New	14,906 $535,000
Q2 2021 Aug 05, 2021	SELL	$33.56 - $36.33 $26,009 - $28,155	-775 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$30.94 - $33.33 $23,978 - $25,830	775 New	775 $27,000

258

20.8M

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