A detailed history of Sowell Financial Services LLC transactions in Ishares Tr stock. As of the latest transaction made, Sowell Financial Services LLC holds 19,123 shares of DVY stock, worth $2.51 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
19,123
Previous 20,287 5.74%
Holding current value
$2.51 Million
Previous $2.45 Million 5.22%
% of portfolio
0.12%
Previous 0.12%

Shares

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

Oct 04, 2024

SELL
$119.99 - $135.74 $139,668 - $158,001
-1,164 Reduced 5.74%
19,123 $2.58 Million
Q2 2024

Aug 13, 2024

SELL
$115.73 - $125.75 $48,143 - $52,312
-416 Reduced 2.01%
20,287 $2.45 Million
Q1 2024

May 03, 2024

SELL
$113.31 - $123.18 $2.25 Million - $2.45 Million
-19,899 Reduced 49.01%
20,703 $2.55 Million
Q4 2023

Jan 24, 2024

SELL
$102.97 - $119.06 $123,769 - $143,110
-1,202 Reduced 2.88%
40,602 $4.76 Million
Q3 2023

Nov 08, 2023

BUY
$107.44 - $118.16 $1.37 Million - $1.51 Million
12,739 Added 43.83%
41,804 $4.5 Million
Q2 2023

Aug 14, 2023

BUY
$108.5 - $119.27 $437,038 - $480,419
4,028 Added 16.09%
29,065 $3.29 Million
Q1 2023

May 12, 2023

SELL
$110.68 - $126.38 $478,248 - $546,087
-4,321 Reduced 14.72%
25,037 $2.93 Million
Q4 2022

Feb 09, 2023

BUY
$107.39 - $125.5 $1.61 Million - $1.88 Million
15,017 Added 104.71%
29,358 $3.54 Million
Q3 2022

Nov 15, 2022

BUY
$107.22 - $127.71 $1.54 Million - $1.83 Million
14,341 New
14,341 $1.54 Million
Q2 2022

Aug 15, 2022

SELL
$113.21 - $132.14 $146 Million - $170 Million
-1,287,928 Closed
0 $0
Q1 2022

May 13, 2022

BUY
$119.99 - $129.75 $153 Million - $165 Million
1,271,778 Added 7874.79%
1,287,928 $113 Million
Q4 2021

Feb 09, 2022

SELL
$114.37 - $122.59 $64,733 - $69,385
-566 Reduced 3.39%
16,150 $1.98 Million
Q3 2021

Nov 04, 2021

SELL
$112.53 - $119.9 $10,465 - $11,150
-93 Reduced 0.55%
16,716 $1.92 Million
Q2 2021

Aug 05, 2021

SELL
$114.14 - $123.06 $1.1 Million - $1.18 Million
-9,626 Reduced 36.41%
16,809 $1.96 Million
Q1 2021

May 07, 2021

BUY
$94.76 - $115.39 $66,616 - $81,119
703 Added 2.73%
26,435 $3.22 Million
Q4 2020

Jan 13, 2021

SELL
$81.33 - $97.54 $100,523 - $120,559
-1,236 Reduced 4.58%
25,732 $2.48 Million
Q3 2020

Nov 12, 2020

BUY
$77.43 - $86.72 $114,364 - $128,085
1,477 Added 5.79%
26,968 $2.2 Million
Q2 2020

Aug 13, 2020

SELL
$69.37 - $91.69 $1.89 Million - $2.49 Million
-27,204 Reduced 51.63%
25,491 $2.06 Million
Q1 2020

May 12, 2020

BUY
$62.67 - $107.3 $1.55 Million - $2.65 Million
24,722 Added 88.38%
52,695 $1.9 Million
Q4 2019

Feb 07, 2020

SELL
$98.25 - $105.76 $47,454 - $51,082
-483 Reduced 1.7%
27,973 $0
Q3 2019

Nov 14, 2019

BUY
$100.87 - $103.22 $511,108 - $523,015
5,067 Added 21.66%
28,456 $2.9 Million
Q1 2019

May 15, 2019

BUY
N/A
1,121 Added 5.03%
23,389 $0
Q4 2018

Mar 05, 2019

BUY
N/A
22,268 New
22,268 $1.99 Million
Q3 2018

Nov 13, 2018

SELL
N/A
-21,454 Closed
0 $0
Q2 2018

Aug 14, 2018

SELL
N/A
-5,473 Reduced 20.33%
21,454 $2.14 Million
Q1 2018

May 10, 2018

SELL
N/A
-2,685 Reduced 9.07%
26,927 $2.58 Million
Q4 2017

Jan 29, 2018

BUY
N/A
1,039 Added 3.64%
29,612 $2.96 Million
Q3 2017

Nov 07, 2017

BUY
N/A
28,573
28,573 $2.7 Million

Others Institutions Holding DVY

About ISHARES TR


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