Sowell Financial Services LLC Ishares Trust Ishares Esg Awar Transaction History

Sowell Financial Services LLC

  • $1.85 Billion
  • Q4 2024

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 08, 2023
SELL
$68.87 - $74.82 $49,173 - $53,421
-714 Reduced 5.14%
13,168 $910,000
Q2 2023

Aug 14, 2023
BUY
$70.97 - $74.19 $486,925 - $509,017
6,861 Added 97.72%
13,882 $1.01 Million
Q1 2023

May 12, 2023
SELL
$66.27 - $72.39 $386,619 - $422,323
-5,834 Reduced 45.38%
7,021 $504,000
Q4 2022

Feb 09, 2023
BUY
$55.83 - $67.96 $63,143 - $76,862
1,131 Added 9.65%
12,855 $845,000
Q3 2022

Nov 15, 2022
BUY
$55.75 - $67.2 $653,613 - $787,852
11,724 New
11,724 $658,000
Q1 2022

May 13, 2022
SELL
$67.21 - $80.45 $3.03 Million - $3.62 Million
-45,046 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$76.64 - $82.32 $672,899 - $722,769
8,780 Added 24.21%
45,046 $3.58 Million
Q3 2021

Nov 04, 2021
SELL
$77.09 - $82.48 $856,084 - $915,940
-11,105 Reduced 23.44%
36,266 $2.84 Million
Q2 2021

Aug 05, 2021
BUY
$76.82 - $82.21 $94,104 - $100,707
1,225 Added 2.65%
47,371 $3.74 Million
Q1 2021

May 07, 2021
BUY
$72.34 - $76.86 $2.21 Million - $2.35 Million
30,533 Added 195.56%
46,146 $3.68 Million
Q4 2020

Jan 13, 2021
BUY
$61.15 - $73.67 $61,822 - $74,480
1,011 Added 6.92%
15,613 $1.14 Million
Q3 2020

Nov 12, 2020
BUY
$60.95 - $65.87 $1,584 - $1,712
26 Added 0.18%
14,602 $927,000
Q2 2020

Aug 13, 2020
BUY
$50.54 - $64.22 $29,616 - $37,632
586 Added 4.19%
14,576 $883,000
Q1 2020

May 12, 2020
BUY
$46.16 - $69.62 $64,162 - $96,771
1,390 Added 11.03%
13,990 $744,000
Q4 2019

Feb 07, 2020
BUY
$62.3 - $68.88 $41,118 - $45,460
660 Added 5.53%
12,600 $866,000
Q3 2019

Nov 14, 2019
SELL
$60.17 - $65.28 $100,183 - $108,691
-1,665 Reduced 12.24%
11,940 $766,000
Q1 2019

May 15, 2019
BUY
$56.62 - $63.97 $450,695 - $509,201
7,960 Added 141.01%
13,605 $0
Q4 2018

Mar 05, 2019
BUY
$55.2 - $66.33 $311,604 - $374,432
5,645 New
5,645 $324,000
Q3 2018

Nov 13, 2018
SELL
$63.67 - $66.99 $287,597 - $302,593
-4,517 Closed
0 $0
Q2 2018

Aug 14, 2018
BUY
$64.52 - $69.36 $59,035 - $63,464
915 Added 25.4%
4,517 $292,000
Q1 2018

May 10, 2018
BUY
$65.66 - $72.49 $236,507 - $261,108
3,602 New
3,602 $245,000

Others Institutions Holding ESGD

# of Institutions
646
Shares Held
92.3M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TRUST ISHARES ESG AWAR

ESGD Quotes by TradingView
  • Ticker ESGD
  • Sector ETFs
  • Industry ETFs
More about ESGD
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.

Choose your preferred platform and Sign Up 👇 Telegram Email