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 18,703 shares of IYR stock, worth $1.77 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
18,703
Previous 18,442 1.42%
Holding current value
$1.77 Million
Previous $1.79 Million 0.89%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Jan 20, 2026
BUY
$93.69 - $98.5 $24,453 - $25,708
261 Added 1.42%
18,703 $1.77 Million
Q3 2025

Oct 17, 2025
SELL
$94.16 - $98.46 $13,935 - $14,572
-148 Reduced 0.8%
18,442 $1.79 Million
Q2 2025

Jul 11, 2025
BUY
$84.48 - $96.25 $22,894 - $26,083
271 Added 1.48%
18,590 $1.75 Million
Q1 2025

Apr 17, 2025
BUY
$89.49 - $98.98 $29,352 - $32,465
328 Added 1.82%
18,319 $1.74 Million
Q4 2024

Feb 07, 2025
BUY
$90.74 - $102.87 $292,545 - $331,652
3,224 Added 21.83%
17,991 $1.67 Million
Q3 2024

Oct 04, 2024
BUY
$86.93 - $103.61 $1.28 Million - $1.53 Million
14,767 New
14,767 $1.5 Million
Q4 2023

Jan 24, 2024
BUY
$73.28 - $92.46 $1.46 Million - $1.84 Million
19,864 New
19,864 $1.82 Million
Q1 2023

May 12, 2023
BUY
$78.73 - $95.24 $620,549 - $750,681
7,882 New
7,882 $669,000
Q1 2022

May 13, 2022
SELL
$99.21 - $115.26 $1.92 Million - $2.23 Million
-19,366 Closed
0 $0
Q4 2021

Feb 09, 2022
SELL
$103.03 - $116.14 $32,660 - $36,816
-317 Reduced 1.61%
19,366 $2.25 Million
Q3 2021

Nov 04, 2021
BUY
$102.34 - $111.27 $37,558 - $40,836
367 Added 1.9%
19,683 $2.02 Million
Q2 2021

Aug 05, 2021
SELL
$93.58 - $104.97 $106,306 - $119,245
-1,136 Reduced 5.55%
19,316 $1.97 Million
Q1 2021

May 07, 2021
BUY
$82.27 - $92.74 $32,332 - $36,446
393 Added 1.96%
20,452 $1.99 Million
Q4 2020

Jan 13, 2021
BUY
$76.87 - $86.71 $64,724 - $73,009
842 Added 4.38%
20,059 $1.72 Million
Q3 2020

Nov 12, 2020
SELL
$76.71 - $84.15 $2,991 - $3,281
-39 Reduced 0.2%
19,217 $1.53 Million
Q2 2020

Aug 13, 2020
SELL
$64.24 - $86.82 $1.65 Million - $2.23 Million
-25,706 Reduced 57.17%
19,256 $1.52 Million
Q1 2020

May 12, 2020
BUY
$57.84 - $100.28 $1.37 Million - $2.38 Million
23,692 Added 111.39%
44,962 $1.32 Million
Q4 2019

Feb 07, 2020
SELL
$89.52 - $95.36 $157,376 - $167,642
-1,758 Reduced 7.63%
21,270 $0
Q3 2019

Nov 14, 2019
SELL
$91.54 - $93.76 $661,559 - $677,603
-7,227 Reduced 23.89%
23,028 $2.15 Million
Q1 2019

May 15, 2019
BUY
N/A
16,549 Added 120.74%
30,255 $0
Q4 2018

Mar 05, 2019
BUY
N/A
13,706 New
13,706 $1.03 Million
Q3 2018

Nov 13, 2018
SELL
N/A
-15,406 Closed
0 $0
Q2 2018

Aug 14, 2018
BUY
N/A
4,992 Added 47.94%
15,406 $1.24 Million
Q1 2018

May 10, 2018
BUY
N/A
1,778 Added 20.59%
10,414 $791,000
Q4 2017

Jan 29, 2018
BUY
N/A
1,623 Added 23.14%
8,636 $665,000
Q3 2017

Nov 07, 2017
BUY
N/A
7,013
7,013 $561,000

Others Institutions Holding IYR

# of Institutions
579
Shares Held
50.1M
Call Options Held
8.15M
Put Options Held
4.4M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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