Sowell Financial Services LLC Ishares Tr U S Utils ETF Transaction History

Sowell Financial Services LLC

  • $1.85 Billion
  • Q4 2024

A detailed history of Sowell Financial Services LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Sowell Financial Services LLC holds 11,836 shares of IDU stock, worth $1.19 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
11,836
Previous 14,358 17.57%
Holding current value
$1.19 Million
Previous $1.46 Million 22.27%
% of portfolio
0.06%
Previous 0.07%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$94.65 - $105.73 $238,707 - $266,651
-2,522 Reduced 17.57%
11,836 $1.14 Million
Q3 2024

Oct 04, 2024
BUY
$87.2 - $102.21 $1.25 Million - $1.47 Million
14,358 New
14,358 $1.46 Million
Q4 2023

Jan 24, 2024
BUY
$70.39 - $82.51 $951,391 - $1.12 Million
13,516 New
13,516 $1.08 Million
Q2 2021

Aug 05, 2021
SELL
$78.5 - $83.84 $155,979 - $166,590
-1,987 Closed
0 $0
Q1 2021

May 07, 2021
SELL
$72.46 - $79.63 $48,765 - $53,590
-673 Reduced 25.3%
1,987 $162,000
Q4 2020

Jan 13, 2021
BUY
$73.61 - $82.19 $123,885 - $138,325
1,683 Added 172.26%
2,660 $206,000
Q3 2020

Nov 12, 2020
SELL
$70.19 - $76.14 $3,228 - $3,502
-46 Reduced 4.5%
977 $143,000
Q2 2020

Aug 13, 2020
SELL
$64.5 - $78.05 $15,673 - $18,966
-243 Reduced 19.19%
1,023 $143,000
Q1 2020

May 12, 2020
SELL
$56.5 - $88.53 $2,542 - $3,983
-45 Reduced 3.43%
1,266 $175,000
Q4 2019

Feb 07, 2020
BUY
$77.06 - $81.5 $8,476 - $8,965
110 Added 9.16%
1,311 $106,000
Q3 2019

Nov 14, 2019
SELL
$74.74 - $81.66 $322,951 - $352,852
-4,321 Reduced 78.25%
1,201 $196,000
Q1 2019

May 15, 2019
BUY
$65.82 - $74.61 $36,595 - $41,483
556 Added 11.2%
5,522 $0
Q4 2018

Mar 05, 2019
BUY
$65.33 - $72.1 $324,428 - $358,048
4,966 New
4,966 $667,000

Others Institutions Holding IDU

# of Institutions
298
Shares Held
6.71M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR U S UTILS ETF

IDU Quotes by TradingView
  • Ticker IDU
  • Sector ETFs
  • Industry ETFs
More about IDU
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