Sowell Financial Services LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Sowell Financial Services LLC

  • $2.46 Billion
  • Q3 2025

A detailed history of Sowell Financial Services LLC transactions in Ishares Tr Ibonds Dec 2026 Ter stock. As of the latest transaction made, Sowell Financial Services LLC holds 191,778 shares of IBDR stock, worth $4.55 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
191,778
Previous 182,893 4.86%
Holding current value
$4.55 Million
Previous $4.34 Million 4.86%
% of portfolio
0.19%
Previous 0.19%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
N/A
8,885 Added 4.86%
191,778 $4.55 Million
Q2 2025

Jul 11, 2025
SELL
N/A
-2,820 Reduced 1.52%
182,893 $4.34 Million
Q1 2025

Apr 17, 2025
BUY
N/A
3,792 Added 2.08%
185,713 $4.41 Million
Q4 2024

Feb 07, 2025
BUY
N/A
41,835 Added 29.86%
181,921 $4.32 Million
Q3 2024

Oct 04, 2024
BUY
$23.75 - $23.75 $1.06 Million - $1.06 Million
44,634 Added 46.76%
140,086 $3.33 Million
Q2 2024

Aug 13, 2024
BUY
$23.65 - $23.82 $105,006 - $105,760
4,440 Added 4.88%
95,452 $2.27 Million
Q1 2024

May 03, 2024
BUY
$23.76 - $23.98 $61,372 - $61,940
2,583 Added 2.92%
91,012 $2.17 Million
Q4 2023

Jan 24, 2024
BUY
$23.15 - $23.9 $2.05 Million - $2.11 Million
88,429 New
88,429 $2.11 Million
Q1 2021

May 07, 2021
SELL
$26.27 - $27.07 $26,033 - $26,826
-991 Closed
0 $0
Q2 2020

Aug 13, 2020
SELL
$24.19 - $26.75 $169 - $187
-7 Reduced 0.7%
991 $26,000
Q4 2019

Feb 07, 2020
SELL
$25.21 - $25.58 $23,823 - $24,173
-945 Reduced 48.64%
998 $25,000
Q3 2019

Nov 14, 2019
BUY
$24.85 - $25.68 $48,283 - $49,896
1,943 New
1,943 $49,000

Others Institutions Holding IBDR

# of Institutions
464
Shares Held
107M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2026 TER

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