Sowell Financial Services LLC Ishares S&P Small Cap 600 Grow Transaction History

Sowell Financial Services LLC

$2.11 Billion
Q1 2025

A detailed history of Sowell Financial Services LLC transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Sowell Financial Services LLC holds 29,978 shares of IJT stock, worth $3.51 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

29,978

Previous 28,189 6.35%

Holding current value

$3.51 Million

Previous $3.82 Million 2.18%

% of portfolio

0.18%

Previous 0.21%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 17, 2025	BUY	$121.0 - $142.28 $216,469 - $254,538	1,789 Added 6.35%	29,978 $3.73 Million
Q4 2024 Feb 07, 2025	BUY	$134.53 - $150.65 $2.27 Million - $2.54 Million	16,843 Added 148.45%	28,189 $3.82 Million
Q3 2024 Oct 04, 2024	BUY	$127.29 - $141.5 $1.44 Million - $1.61 Million	11,346 New	11,346 $1.58 Million
Q4 2023 Jan 24, 2024	BUY	$103.08 - $127.26 $1.07 Million - $1.32 Million	10,349 New	10,349 $1.3 Million
Q1 2023 May 12, 2023	SELL	$105.46 - $120.16 $571,804 - $651,507	-5,422 Reduced 44.3%	6,816 $749,000
Q4 2022 Feb 09, 2023	BUY	$102.93 - $117.14 $1.26 Million - $1.43 Million	12,238 New	12,238 $1.32 Million
Q2 2021 Aug 05, 2021	SELL	$122.71 - $133.56 $1.03 Million - $1.12 Million	-8,399 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$113.22 - $134.41 $112,540 - $133,603	994 Added 13.42%	8,399 $1.09 Million
Q4 2020 Jan 13, 2021	BUY	$89.39 - $115.31 $327,524 - $422,495	3,664 Added 97.94%	7,405 $846,000
Q3 2020 Nov 12, 2020	SELL	$82.72 - $94.57 $10,588 - $12,104	-128 Reduced 3.31%	3,741 $660,000
Q2 2020 Aug 13, 2020	SELL	$62.95 - $90.62 $21,528 - $30,992	-342 Reduced 8.12%	3,869 $657,000
Q1 2020 May 12, 2020	SELL	$59.73 - $99.87 $17,321 - $28,962	-290 Reduced 6.44%	4,211 $580,000
Q4 2019 Feb 07, 2020	BUY	$86.46 - $97.01 $94,587 - $106,128	1,094 Added 32.11%	4,501 $435,000
Q3 2019 Nov 14, 2019	SELL	$86.64 - $92.93 $37,688 - $40,424	-435 Reduced 11.32%	3,407 $608,000
Q1 2019 May 15, 2019	SELL	$78.94 - $92.95 $30,707 - $36,157	-389 Reduced 9.19%	3,842 $0
Q4 2018 Mar 05, 2019	BUY	$75.74 - $99.46 $320,455 - $420,815	4,231 New	4,231 $683,000
Q3 2018 Nov 13, 2018	SELL	$95.58 - $104.54 $1.32 Million - $1.44 Million	-13,767 Closed	0 $0
Q2 2018 Aug 14, 2018	SELL	$85.01 - $98.03 $99,971 - $115,283	-1,176 Reduced 7.87%	13,767 $2.74 Million
Q1 2018 May 10, 2018	BUY	$81.75 - $90.37 $401,310 - $443,626	4,909 Added 48.92%	14,943 $2.63 Million
Q4 2017 Jan 29, 2018	BUY	$81.18 - $86.18 $7,387 - $7,842	91 Added 0.92%	10,034 $1.76 Million
Q3 2017 Nov 07, 2017	BUY	$79.86 - $82.25 $794,047 - $817,811	9,943	9,943 $1.65 Million

Others Institutions Holding IJT

# of Institutions

808

Shares Held

28M

Call Options Held

9.9K

Put Options Held

View Full List

About ISHARES S&P SMALL CAP 600 GROW

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Sowell Financial Services LLC Ishares S&P Small Cap 600 Grow Transaction History