Sowell Financial Services LLC Ishares Russell Mid Cap ETF Transaction History

Sowell Financial Services LLC

  • $2.1 Billion
  • Q3 2024

A detailed history of Sowell Financial Services LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Sowell Financial Services LLC holds 27,852 shares of IWR stock, worth $2.51 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
27,852
Previous 26,557 4.88%
Holding current value
$2.51 Million
Previous $2.15 Million 13.98%
% of portfolio
0.12%
Previous 0.1%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024
BUY
$79.92 - $88.19 $103,496 - $114,206
1,295 Added 4.88%
27,852 $2.45 Million
Q2 2024

Aug 13, 2024
SELL
$78.66 - $83.59 $145,127 - $154,223
-1,845 Reduced 6.5%
26,557 $2.15 Million
Q1 2024

May 03, 2024
SELL
$75.37 - $84.09 $20,048 - $22,367
-266 Reduced 0.93%
28,402 $2.39 Million
Q4 2023

Jan 24, 2024
BUY
$64.84 - $78.27 $166,120 - $200,527
2,562 Added 9.81%
28,668 $2.23 Million
Q3 2023

Nov 08, 2023
BUY
$68.54 - $75.91 $1.79 Million - $1.98 Million
26,106 New
26,106 $1.81 Million
Q2 2021

Aug 05, 2021
SELL
$74.82 - $79.61 $516,632 - $549,707
-6,905 Closed
0 $0
Q1 2021

May 07, 2021
BUY
$67.45 - $75.68 $39,458 - $44,272
585 Added 9.26%
6,905 $534,000
Q4 2020

Jan 13, 2021
SELL
$57.75 - $68.61 $6,699 - $7,958
-116 Reduced 1.8%
6,320 $433,000
Q3 2020

Nov 12, 2020
SELL
$53.47 - $60.19 $13,902 - $15,649
-260 Reduced 3.88%
6,436 $369,000
Q2 2020

Aug 13, 2020
BUY
$40.64 - $57.63 $853 - $1,210
21 Added 0.31%
6,696 $359,000
Q1 2020

May 12, 2020
SELL
$36.81 - $61.96 $12,404 - $20,880
-337 Reduced 4.81%
6,675 $288,000
Q4 2019

Feb 07, 2020
SELL
$54.12 - $59.69 $6,061 - $6,685
-112 Reduced 1.57%
7,012 $418,000
Q3 2019

Nov 14, 2019
BUY
$53.6 - $57.42 $99,642 - $106,743
1,859 Added 35.31%
7,124 $399,000
Q1 2019

May 15, 2019
SELL
$45.53 - $54.18 $637 - $758
-14 Reduced 0.27%
5,265 $0
Q4 2018

Mar 05, 2019
BUY
$43.7 - $54.95 $230,692 - $290,081
5,279 New
5,279 $245,000
Q3 2018

Nov 13, 2018
SELL
$52.87 - $56.02 $86,442 - $91,592
-1,635 Closed
0 $0
Q2 2018

Aug 14, 2018
BUY
$50.43 - $54.42 $201 - $217
4 Added 0.25%
1,635 $354,000
Q1 2018

May 10, 2018
SELL
$49.67 - $55.0 $894 - $990
-18 Reduced 1.09%
1,631 $335,000
Q4 2017

Jan 29, 2018
SELL
$49.53 - $52.32 $1,238 - $1,308
-25 Reduced 1.49%
1,649 $354,000
Q3 2017

Nov 07, 2017
BUY
$48.84 - $49.29 $81,758 - $82,511
1,674
1,674 $335,000

Others Institutions Holding IWR

# of Institutions
1,410
Shares Held
341M
Call Options Held
130K
Put Options Held
26.6K
View Full List

About ISHARES RUSSELL MID-CAP ETF

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