Sowell Financial Services LLC Ishares Tr Transaction History

Sowell Financial Services LLC

  • $2.56 Billion
  • Q4 2025

A detailed history of Sowell Financial Services LLC transactions in Ishares Tr stock. As of the latest transaction made, Sowell Financial Services LLC holds 2,678 shares of IYF stock, worth $331,348. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,678
Previous 2,398 11.68%
Holding current value
$331,348
Previous $303,000 9.24%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 20, 2026
BUY
$120.85 - $126.31 $33,838 - $35,366
280 Added 11.68%
2,678 $331,000
Q3 2025

Oct 17, 2025
BUY
$119.89 - $127.16 $14,866 - $15,767
124 Added 5.45%
2,398 $303,000
Q2 2025

Jul 11, 2025
SELL
$99.23 - $120.99 $21,532 - $26,254
-217 Reduced 8.71%
2,274 $275,000
Q1 2025

Apr 17, 2025
BUY
$107.69 - $119.37 $268,255 - $297,350
2,491 New
2,491 $278,000
Q2 2021

Aug 05, 2021
SELL
$75.91 - $83.61 $561,885 - $618,881
-7,402 Closed
0 $0
Q1 2021

May 07, 2021
BUY
$65.2 - $76.35 $290,792 - $340,521
4,460 Added 151.6%
7,402 $604,000
Q4 2020

Jan 13, 2021
BUY
$55.06 - $66.77 $45,424 - $55,085
825 Added 38.97%
2,942 $196,000
Q3 2020

Nov 12, 2020
SELL
$54.05 - $60.26 $6,756 - $7,532
-125 Reduced 5.58%
2,117 $240,000
Q2 2020

Aug 13, 2020
SELL
$45.62 - $62.0 $575,906 - $782,688
-12,624 Reduced 84.92%
2,242 $247,000
Q1 2020

May 12, 2020
SELL
$41.18 - $71.71 $330,963 - $576,333
-8,037 Reduced 35.09%
14,866 $1.45 Million
Q4 2019

Feb 07, 2020
BUY
$62.23 - $68.93 $1.13 Million - $1.25 Million
18,142 Added 381.05%
22,903 $0
Q3 2019

Nov 14, 2019
SELL
$64.16 - $65.19 $18,670 - $18,970
-291 Reduced 5.76%
4,761 $613,000
Q1 2019

May 15, 2019
SELL
N/A
-206 Reduced 3.92%
5,052 $0
Q4 2018

Mar 05, 2019
BUY
N/A
5,258 New
5,258 $559,000

Others Institutions Holding IYF

# of Institutions
514
Shares Held
20.5M
Call Options Held
18.2K
Put Options Held
44.1K
View Full List

About ISHARES TR

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