Sowell Financial Services LLC Ishares Dj Us Tech ETF Transaction History

Sowell Financial Services LLC

  • $1.85 Billion
  • Q4 2024

A detailed history of Sowell Financial Services LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Sowell Financial Services LLC holds 22,587 shares of IYW stock, worth $3.62 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
22,587
Previous 18,849 19.83%
Holding current value
$3.62 Million
Previous $2.86 Million 26.11%
% of portfolio
0.19%
Previous 0.14%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$148.14 - $166.23 $553,747 - $621,367
3,738 Added 19.83%
22,587 $3.6 Million
Q3 2024

Oct 04, 2024
SELL
$133.16 - $158.73 $291,087 - $346,983
-2,186 Reduced 10.39%
18,849 $2.86 Million
Q2 2024

Aug 13, 2024
SELL
$124.75 - $153.46 $991,887 - $1.22 Million
-7,951 Reduced 27.43%
21,035 $3.17 Million
Q1 2024

May 03, 2024
SELL
$117.5 - $136.59 $91,062 - $105,857
-775 Reduced 2.6%
28,986 $3.91 Million
Q4 2023

Jan 24, 2024
SELL
$101.31 - $123.31 $33,330 - $40,568
-329 Reduced 1.09%
29,761 $3.65 Million
Q3 2023

Nov 08, 2023
BUY
$103.39 - $113.67 $222,598 - $244,731
2,153 Added 7.71%
30,090 $3.16 Million
Q2 2023

Aug 14, 2023
BUY
$88.68 - $109.37 $1.72 Million - $2.12 Million
19,364 Added 225.87%
27,937 $3.04 Million
Q1 2023

May 12, 2023
BUY
$72.54 - $92.81 $621,885 - $795,660
8,573 New
8,573 $795,000
Q1 2022

May 13, 2022
SELL
$90.78 - $115.41 $955,641 - $1.21 Million
-10,527 Closed
0 $0
Q4 2021

Feb 09, 2022
BUY
$100.11 - $117.09 $1.05 Million - $1.23 Million
10,527 New
10,527 $1.21 Million
Q2 2021

Aug 05, 2021
SELL
$86.67 - $99.76 $280,204 - $322,524
-3,233 Closed
0 $0
Q1 2021

May 07, 2021
BUY
$82.45 - $93.1 $70,000 - $79,041
849 Added 35.61%
3,233 $294,000
Q4 2020

Jan 13, 2021
BUY
$73.15 - $85.83 $125,598 - $147,370
1,717 Added 257.42%
2,384 $203,000
Q3 2020

Nov 12, 2020
SELL
$67.71 - $82.47 $11,442 - $13,937
-169 Reduced 20.22%
667 $201,000
Q2 2020

Aug 13, 2020
SELL
$48.73 - $67.63 $5,555 - $7,709
-114 Reduced 12.0%
836 $226,000
Q1 2020

May 12, 2020
SELL
$45.35 - $65.22 $135,777 - $195,268
-2,994 Reduced 75.91%
950 $194,000
Q4 2019

Feb 07, 2020
SELL
$49.62 - $58.5 $184,487 - $217,503
-3,718 Reduced 48.53%
3,944 $229,000
Q3 2019

Nov 14, 2019
BUY
$48.42 - $52.88 $370,994 - $405,166
7,662 New
7,662 $1.57 Million

Others Institutions Holding IYW

# of Institutions
1,203
Shares Held
83.7M
Call Options Held
76.9K
Put Options Held
34.3K
View Full List

About ISHARES DJ US TECH ETF

IYW Quotes by TradingView
  • Ticker IYW
  • Sector ETFs
  • Industry ETFs
More about IYW
Track This Portfolio

Track Sowell Financial Services LLC Portfolio

Follow Sowell Financial Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email