Sowell Financial Services LLC Ishares Morningstar Growth ETF Transaction History

Sowell Financial Services LLC

$2.56 Billion
Q4 2025

A detailed history of Sowell Financial Services LLC transactions in Ishares Morningstar Growth ETF stock. As of the latest transaction made, Sowell Financial Services LLC holds 2,151 shares of ILCG stock, worth $0. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,151

Previous 2,203 2.36%

Holding current value

Previous $0 NaN%

% of portfolio

0.0%

Previous 0.0%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	SELL	N/A	-52 Reduced 2.36%	2,151 $0
Q3 2025 Oct 17, 2025	SELL	N/A	-1 Reduced 0.05%	2,203 $0
Q2 2025 Jul 11, 2025	SELL	N/A	-954 Reduced 30.21%	2,204 $0
Q1 2025 Apr 17, 2025	BUY	N/A	3,158 New	3,158 $0
Q2 2023 Aug 14, 2023	BUY	N/A	8,053 Added 23.04%	43,009 $0

Q1 2023 May 12, 2023	BUY	N/A	34,956 New	34,956 $0
Q1 2022 May 13, 2022	SELL	N/A	-39,766 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	N/A	10,360 Added 35.23%	39,766 $2.86 Million
Q3 2021 Nov 04, 2021	BUY	N/A	7,143 Added 32.08%	29,406 $1.93 Million
Q2 2021 Aug 05, 2021	BUY	N/A	2,659 Added 13.56%	22,263 $1.44 Million
Q1 2021 May 07, 2021	BUY	N/A	19,204 Added 4801.0%	19,604 $1.19 Million
Q4 2020 Jan 13, 2021	BUY	N/A	400 New	400 $116,000

Others Institutions Holding ILCG

# of Institutions

354

Shares Held

18.7M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR GROWTH ETF

Ticker ILCG

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Sowell Financial Services LLC Ishares Morningstar Growth ETF Transaction History