Sowell Financial Services LLC Ishares Tr Russell 1000 ETF Transaction History

Sowell Financial Services LLC

$2.46 Billion
Q3 2025

A detailed history of Sowell Financial Services LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Sowell Financial Services LLC holds 1,015 shares of IWB stock, worth $373,398. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,015

Previous 1,949 47.92%

Holding current value

$373,398

Previous $661,000 44.02%

% of portfolio

0.02%

Previous 0.03%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$339.37 - $366.46 $316,971 - $342,273	-934 Reduced 47.92%	1,015 $370,000
Q1 2025 Apr 17, 2025	BUY	$302.31 - $337.54 $589,202 - $657,865	1,949 New	1,949 $594,000
Q1 2023 May 12, 2023	BUY	$208.78 - $230.55 $264,524 - $292,106	1,267 New	1,267 $285,000
Q2 2021 Aug 05, 2021	SELL	$226.48 - $242.11 $214,023 - $228,793	-945 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$208.89 - $225.24 $38,017 - $40,993	182 Added 23.85%	945 $223,000

Q4 2020 Jan 13, 2021	SELL	$182.85 - $211.84 $46,443 - $53,807	-254 Reduced 24.98%	763 $162,000
Q3 2020 Nov 12, 2020	BUY	$172.79 - $199.44 $50,109 - $57,837	290 Added 39.89%	1,017 $190,000
Q2 2020 Aug 13, 2020	BUY	$135.3 - $179.75 $9,876 - $13,121	73 Added 11.16%	727 $125,000
Q1 2020 May 12, 2020	SELL	$122.99 - $188.06 $14,758 - $22,567	-120 Reduced 15.5%	654 $93,000
Q3 2019 Nov 14, 2019	BUY	$163.68 - $167.08 $126,688 - $129,319	774 New	774 $127,000
Q1 2018 May 10, 2018	SELL	N/A	-8,899 Closed	0 $0
Q4 2017 Jan 29, 2018	BUY	N/A	8,899	8,899 $1.38 Million

Others Institutions Holding IWB

# of Institutions

1,628

Shares Held

98.5M

Call Options Held

65.9K

Put Options Held

60.7K

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Sowell Financial Services LLC Ishares Tr Russell 1000 ETF Transaction History