A detailed history of Sowell Financial Services LLC transactions in Ishares Tr stock. As of the latest transaction made, Sowell Financial Services LLC holds 20,431 shares of IEO stock, worth $1.79 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
20,431
Previous 17,018 20.06%
Holding current value
$1.79 Million
Previous $1.69 Million 10.34%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Oct 04, 2024

BUY
$88.52 - $101.16 $302,118 - $345,259
3,413 Added 20.06%
20,431 $1.87 Million
Q2 2024

Aug 13, 2024

BUY
$96.41 - $111.94 $1.64 Million - $1.9 Million
17,018 New
17,018 $1.69 Million
Q4 2022

Feb 09, 2023

BUY
$88.39 - $105.94 $4.88 Million - $5.85 Million
55,198 New
55,198 $5.13 Million
Q2 2020

Aug 13, 2020

SELL
$21.51 - $42.97 $94,041 - $187,864
-4,372 Closed
0 $0
Q1 2020

May 12, 2020

SELL
$19.12 - $56.83 $50,687 - $150,656
-2,651 Reduced 37.75%
4,372 $100,000
Q4 2019

Feb 07, 2020

SELL
$48.08 - $55.61 $13,462 - $15,570
-280 Reduced 3.83%
7,023 $389,000
Q3 2019

Nov 14, 2019

SELL
$46.4 - $56.22 $42,966 - $52,059
-926 Reduced 11.25%
7,303 $372,000
Q1 2019

May 15, 2019

SELL
$52.48 - $59.62 $3,253 - $3,696
-62 Reduced 0.75%
8,229 $0
Q4 2018

Mar 05, 2019

BUY
$47.66 - $78.42 $395,149 - $650,180
8,291 New
8,291 $428,000
Q3 2018

Nov 13, 2018

SELL
$70.3 - $76.8 $749,327 - $818,611
-10,659 Closed
0 $0
Q2 2018

Aug 14, 2018

BUY
$61.7 - $77.17 $657,660 - $822,555
10,659 New
10,659 $781,000

Others Institutions Holding IEO

About ISHARES TR


  • Ticker IEO
  • Sector ETFs
  • Industry ETFs
More about IEO
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