Sowell Financial Services LLC Ishares Tr Transaction History

Sowell Financial Services LLC

$2.46 Billion
Q3 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 2,398 shares of IYF stock, worth $296,704. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,398

Previous 2,274 5.45%

Holding current value

$296,704

Previous $275,000 10.18%

% of portfolio

0.01%

Previous 0.01%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

508

Shares Held

20M

Call Options Held

18.2K

Put Options Held

44.1K

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About ISHARES TR

Ticker IYF
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Sowell Financial Services LLC Ishares Tr Transaction History