Sowell Financial Services LLC Ishares Tr Transaction History

Sowell Financial Services LLC

$2.1 Billion
Q3 2024

A detailed history of Sowell Financial Services LLC transactions in Ishares Tr stock. As of the latest transaction made, Sowell Financial Services LLC holds 16,732 shares of IYH stock, worth $1.04 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

16,732

Previous 16,729 0.02%

Holding current value

$1.04 Million

Previous $1.02 Million 6.15%

% of portfolio

0.05%

Previous 0.05%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	BUY	$60.29 - $66.38 $180 - $199	3 Added 0.02%	16,732 $1.09 Million
Q2 2024 Aug 13, 2024	SELL	$58.05 - $61.75 $8,649 - $9,200	-149 Reduced 0.88%	16,729 $1.02 Million
Q1 2024 May 03, 2024	BUY	$60.83 - $309.78 $1.03 Million - $5.23 Million	16,878 New	16,878 $1.04 Million
Q1 2023 May 12, 2023	BUY	$260.66 - $283.72 $842,453 - $916,983	3,232 New	3,232 $882,000
Q2 2021 Aug 05, 2021	SELL	$251.53 - $273.61 $1.21 Million - $1.32 Million	-4,823 Closed	0 $0
Q1 2021 May 07, 2021	BUY	$239.92 - $258.36 $433,775 - $467,114	1,808 Added 59.97%	4,823 $1.28 Million
Q4 2020 Jan 13, 2021	BUY	$219.61 - $245.91 $219 - $245	1 Added 0.03%	3,015 $742,000
Q3 2020 Nov 12, 2020	SELL	$217.29 - $234.25 $5.77 Million - $6.22 Million	-26,549 Reduced 89.8%	3,014 $685,000
Q2 2020 Aug 13, 2020	BUY	$180.66 - $222.47 $4.64 Million - $5.72 Million	25,711 Added 667.47%	29,563 $6.38 Million
Q1 2020 May 12, 2020	SELL	$158.63 - $221.56 $110,247 - $153,984	-695 Reduced 15.28%	3,852 $723,000
Q4 2019 Feb 07, 2020	BUY	$184.36 - $217.02 $249,439 - $293,628	1,353 Added 42.36%	4,547 $980,000
Q3 2019 Nov 14, 2019	BUY	$187.31 - $198.79 $17,045 - $18,089	91 Added 2.93%	3,194 $604,000
Q1 2019 May 15, 2019	SELL	$174.36 - $196.3 $581,839 - $655,053	-3,337 Reduced 51.82%	3,103 $0
Q4 2018 Mar 05, 2019	BUY	$170.02 - $204.02 $1.09 Million - $1.31 Million	6,440 New	6,440 $1.17 Million
Q3 2018 Nov 13, 2018	SELL	$178.76 - $202.9 $577,573 - $655,569	-3,231 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	$168.2 - $183.1 $66,102 - $71,958	393 Added 13.85%	3,231 $618,000
Q4 2017 Jan 29, 2018	BUY	$170.03 - $176.73 $243,993 - $253,607	1,435 Added 102.28%	2,838 $525,000
Q3 2017 Nov 07, 2017	BUY	$170.7 - $171.86 $239,492 - $241,119	1,403	1,403 $240,000

Others Institutions Holding IYH

# of Institutions

536

Shares Held

23.3M

Call Options Held

25.8K

Put Options Held

500

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About ISHARES TR

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Sowell Financial Services LLC Ishares Tr Transaction History