ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

Sowell Financial Services LLC's Holding History (CIK: 0001633697)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 92,667 Value ($000) $63,471 Avg Close Range
Q3 2025
Shares 84,164 Value ($000) $56,331 Avg Close Range
Q2 2025
Shares 86,193 Value ($000) $53,517 Avg Close Range
Q1 2025
Shares 87,371 Value ($000) $49,094 Avg Close Range
Q4 2024
Shares 78,758 Value ($000) $46,364 Avg Close Range
Q3 2024
Shares 94,356 Value ($000) $54,426 Avg Close Range
Q2 2024
Shares 105,131 Value ($000) $57,531 Avg Close Range
Q1 2024
Shares 115,837 Value ($000) $60,899 Avg Close Range
Q4 2023
Shares 118,311 Value ($000) $56,509 Avg Close Range
Q3 2023
Shares 124,576 Value ($000) $53,744 Avg Close Range
Q2 2023
Shares 139,924 Value ($000) $62,365 Avg Close Range
Q1 2023
Shares 109,238 Value ($000) $45 Avg Close Range
Q4 2022
Shares 126,741 Value ($000) $49 Avg Close Range
Q3 2022
Shares 86,864 Value ($000) $31,154 Avg Close Range
Q4 2021
Shares 97,979 Value ($000) $46,735 Avg Close Range
Q3 2021
Shares 101,518 Value ($000) $43,736 Avg Close Range
Q2 2021
Shares 104,035 Value ($000) $44,727 Avg Close Range
Q1 2021
Shares 145,592 Value ($000) $61,248 Avg Close Range
Q4 2020
Shares 132,523 Value ($000) $49,748 Avg Close Range
Q3 2020
Shares 121,965 Value ($000) $40,987 Avg Close Range
Q2 2020
Shares 103,685 Value ($000) $32,110 Avg Close Range
Q1 2020
Shares 72,855 Value ($000) $18,826 Avg Close Range
Q4 2019
Shares 104,961 Value ($000) $33,928 Avg Close Range
Q3 2019
Shares 110,251 Value ($000) $32,912 Avg Close Range
Q1 2019
Shares 83,907 Value ($000) $23,877 Avg Close Range
Q4 2018
Shares 91,126 Value ($000) $22,928 Avg Close Range
Q2 2018
Shares 98,282 Value ($000) $27,923 Avg Close Range
Q1 2018
Shares 76,935 Value ($000) $20,385 Avg Close Range
Q4 2017
Shares 87,321 Value ($000) $24,560 Avg Close Range
Q3 2017
Shares 84,862 Value ($000) $21,999 Avg Close Range
Q2 2017
Shares 70,773 Value ($000) $17,620 Avg Close Range
Q1 2017
Shares 58,904 Value ($000) $14,262 Avg Close Range