Sowell Financial Services LLC Ishares Tr Russell 200 Growth Transaction History

Sowell Financial Services LLC

$2.11 Billion
Q1 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 2,335 shares of IWY stock, worth $466,649. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,335

Holding current value

$466,649

% of portfolio

0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

616

Shares Held

57.6M

Call Options Held

3.4K

Put Options Held

2.2K

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About ISHARES TR RUSSELL 200 GROWTH

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Sowell Financial Services LLC Ishares Tr Russell 200 Growth Transaction History