Sowell Financial Services LLC Ishares Trust Ishares 1 5 Year Transaction History

Sowell Financial Services LLC

$1.85 Billion
Q4 2024

A detailed history of Sowell Financial Services LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Sowell Financial Services LLC holds 39,081 shares of IGSB stock, worth $2.04 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

39,081

Holding current value

$2.04 Million

% of portfolio

0.11%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$51.54 - $52.55 $2.01 Million - $2.05 Million	39,081 New	39,081 $2.02 Million
Q1 2023 May 12, 2023	BUY	$49.56 - $50.75 $289,133 - $296,075	5,834 New	5,834 $294,000
Q1 2022 May 13, 2022	SELL	$51.49 - $53.86 $1.67 Million - $1.75 Million	-32,505 Closed	0 $0
Q4 2021 Feb 09, 2022	SELL	$53.82 - $54.66 $80,622 - $81,880	-1,498 Reduced 4.41%	32,505 $1.75 Million
Q3 2021 Nov 04, 2021	SELL	$54.6 - $54.92 $552,825 - $556,065	-10,125 Reduced 22.94%	34,003 $1.86 Million
Q2 2021 Aug 05, 2021	SELL	$54.57 - $54.92 $1.52 Million - $1.53 Million	-27,911 Reduced 38.74%	44,128 $2.42 Million
Q1 2021 May 07, 2021	BUY	$54.5 - $55.17 $100,661 - $101,898	1,847 Added 2.63%	72,039 $3.95 Million
Q4 2020 Jan 13, 2021	SELL	$54.79 - $55.17 $294,386 - $296,428	-5,373 Reduced 7.11%	70,192 $3.87 Million
Q3 2020 Nov 12, 2020	SELL	$54.69 - $55.09 $575,065 - $579,271	-10,515 Reduced 12.22%	75,565 $4.15 Million
Q2 2020 Aug 13, 2020	BUY	$51.96 - $54.73 $2.04 Million - $2.15 Million	39,221 Added 83.7%	86,080 $4.71 Million
Q1 2020 May 12, 2020	BUY	$47.21 - $54.5 $500,662 - $577,972	10,605 Added 29.25%	46,859 $2.45 Million
Q4 2019 Feb 07, 2020	SELL	$53.49 - $53.82 $1.21 Million - $1.21 Million	-22,554 Reduced 38.35%	36,254 $1.94 Million
Q3 2019 Nov 14, 2019	BUY	$53.16 - $53.82 $3.13 Million - $3.17 Million	58,808 New	58,808 $3.16 Million

Others Institutions Holding IGSB

# of Institutions

1,053

Shares Held

325M

Call Options Held

Put Options Held

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Sowell Financial Services LLC Ishares Trust Ishares 1 5 Year Transaction History