Sowell Financial Services LLC Ishares Russell2000 Val ETF Transaction History

Sowell Financial Services LLC

  • $1.85 Billion
  • Q4 2024

A detailed history of Sowell Financial Services LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Sowell Financial Services LLC holds 20,543 shares of IWN stock, worth $3.15 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
20,543
Previous 18,948 8.42%
Holding current value
$3.15 Million
Previous $3.16 Million 6.71%
% of portfolio
0.18%
Previous 0.15%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$162.69 - $181.35 $259,490 - $289,253
1,595 Added 8.42%
20,543 $3.37 Million
Q3 2024

Oct 04, 2024
BUY
$150.05 - $171.34 $2.84 Million - $3.25 Million
18,948 New
18,948 $3.16 Million
Q4 2023

Jan 24, 2024
BUY
$125.51 - $158.2 $1.36 Million - $1.71 Million
10,809 New
10,809 $1.68 Million
Q1 2022

May 13, 2022
SELL
$151.25 - $169.21 $1.79 Million - $2.01 Million
-11,859 Closed
0 $0
Q4 2021

Feb 09, 2022
SELL
$157.31 - $176.88 $206,076 - $231,712
-1,310 Reduced 9.95%
11,859 $1.97 Million
Q3 2021

Nov 04, 2021
SELL
$152.99 - $167.43 $30,903 - $33,820
-202 Reduced 1.51%
13,169 $2.11 Million
Q2 2021

Aug 05, 2021
SELL
$156.91 - $173.97 $63,705 - $70,631
-406 Reduced 2.95%
13,371 $2.22 Million
Q1 2021

May 07, 2021
BUY
$130.0 - $169.53 $1.66 Million - $2.17 Million
12,793 Added 1300.1%
13,777 $2.28 Million
Q4 2020

Jan 13, 2021
BUY
$100.9 - $132.3 $62,255 - $81,629
617 Added 168.12%
984 $130,000
Q2 2020

Aug 13, 2020
SELL
$74.44 - $109.12 $17,865 - $26,188
-240 Reduced 39.54%
367 $36,000
Q1 2020

May 12, 2020
BUY
$71.79 - $129.5 $1,722 - $3,108
24 Added 4.12%
607 $50,000
Q4 2019

Feb 07, 2020
SELL
$115.48 - $129.0 $35,683 - $39,861
-309 Reduced 34.64%
583 $74,000
Q3 2019

Nov 14, 2019
BUY
$110.84 - $123.96 $98,869 - $110,572
892 New
892 $107,000

Others Institutions Holding IWN

# of Institutions
1,150
Shares Held
60.4M
Call Options Held
540K
Put Options Held
149K
View Full List

About ISHARES RUSSELL2000 VAL ETF

IWN Quotes by TradingView
  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
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