Sowell Financial Services LLC Ishares Tr Russell 200 Growth Transaction History

Sowell Financial Services LLC

  • $2.56 Billion
  • Q4 2025

A detailed history of Sowell Financial Services LLC transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Sowell Financial Services LLC holds 2,179 shares of IWY stock, worth $601,512. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,179
Previous 2,140 1.82%
Holding current value
$601,512
Previous $585,000 2.74%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026
BUY
$268.43 - $288.26 $10,468 - $11,242
39 Added 1.82%
2,179 $601,000
Q3 2025

Oct 17, 2025
SELL
$243.93 - $275.62 $777,404 - $878,400
-3,187 Reduced 59.83%
2,140 $585,000
Q2 2025

Jul 11, 2025
BUY
$187.5 - $246.51 $561,000 - $737,557
2,992 Added 128.14%
5,327 $1.31 Million
Q1 2025

Apr 17, 2025
BUY
$210.19 - $243.33 $490,793 - $568,175
2,335 New
2,335 $491,000
Q2 2021

Aug 05, 2021
SELL
$136.12 - $150.82 $112,026 - $124,124
-823 Closed
0 $0
Q1 2021

May 07, 2021
SELL
$127.24 - $139.47 $15,905 - $17,433
-125 Reduced 13.19%
823 $117,000
Q4 2020

Jan 13, 2021
SELL
$116.6 - $133.06 $53,053 - $60,542
-455 Reduced 32.43%
948 $126,000
Q3 2020

Nov 12, 2020
SELL
$108.23 - $131.63 $25,542 - $31,064
-236 Reduced 14.4%
1,403 $170,000
Q2 2020

Aug 13, 2020
BUY
$80.54 - $107.61 $2,899 - $3,873
36 Added 2.25%
1,639 $175,000
Q1 2020

May 12, 2020
BUY
$73.46 - $106.09 $100,640 - $145,343
1,370 Added 587.98%
1,603 $135,000
Q4 2019

Feb 07, 2020
SELL
$84.75 - $97.05 $2,288 - $2,620
-27 Reduced 10.38%
233 $0
Q3 2019

Nov 14, 2019
BUY
$86.45 - $88.64 $22,477 - $23,046
260 New
260 $23,000

Others Institutions Holding IWY

# of Institutions
670
Shares Held
55.1M
Call Options Held
6K
Put Options Held
2.7K
View Full List

About ISHARES TR RUSSELL 200 GROWTH

IWY Quotes by TradingView
  • Ticker IWY
  • Sector ETFs
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More about IWY
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