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 2,841 shares of IYG stock, worth $249,382. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,841

Previous 2,838 0.11%

Holding current value

$249,382

Previous $242,000 4.96%

% of portfolio

0.01%

Previous 0.01%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$85.16 - $90.57 $255 - $271	3 Added 0.11%	2,841 $254,000
Q2 2025 Jul 11, 2025	SELL	$68.9 - $85.6 $120,712 - $149,971	-1,752 Reduced 38.17%	2,838 $242,000
Q1 2025 Apr 17, 2025	BUY	$74.6 - $84.81 $342,414 - $389,277	4,590 New	4,590 $356,000
Q2 2021 Aug 05, 2021	SELL	$57.88 - $63.59 $62,105 - $68,232	-1,073 Closed	0 $0
Q1 2021 May 07, 2021	SELL	$48.45 - $58.92 $105,621 - $128,445	-2,180 Reduced 67.02%	1,073 $201,000

Q4 2020 Jan 13, 2021	SELL	$39.45 - $50.02 $15,148 - $19,207	-384 Reduced 10.56%	3,253 $488,000
Q3 2020 Nov 12, 2020	BUY	$38.91 - $43.53 $28,131 - $31,472	723 Added 24.81%	3,637 $444,000
Q2 2020 Aug 13, 2020	BUY	$32.09 - $45.18 $82,278 - $115,841	2,564 Added 732.57%	2,914 $348,000
Q1 2020 May 12, 2020	SELL	$28.97 - $52.03 $11,588 - $20,812	-400 Reduced 53.33%	350 $36,000
Q4 2019 Feb 07, 2020	SELL	$43.52 - $50.81 $8,007 - $9,349	-184 Reduced 19.7%	750 $0
Q3 2019 Nov 14, 2019	BUY	$45.33 - $46.53 $42,338 - $43,459	934 New	934 $127,000

Others Institutions Holding IYG

# of Institutions

294

Shares Held

14.4M

Call Options Held

4.9K

Put Options Held

10.2K

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About ISHARES TR

Ticker IYG
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Sowell Financial Services LLC Ishares Tr Transaction History