Sowell Financial Services LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Sowell Financial Services LLC holds 161,855 shares of IBDT stock, worth $4.11 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
161,855
Previous 146,325 10.61%
Holding current value
$4.11 Million
Previous $3.72 Million 11.05%
% of portfolio
0.17%
Previous 0.16%

Shares

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

Oct 17, 2025
BUY
$25.24 - $25.56 $391,977 - $396,946
15,530 Added 10.61%
161,855 $4.13 Million
Q2 2025

Jul 11, 2025
SELL
$24.94 - $25.42 $498 - $508
-20 Reduced 0.01%
146,325 $3.72 Million
Q1 2025

Apr 17, 2025
BUY
$24.79 - $25.26 $210,343 - $214,331
8,485 Added 6.15%
146,345 $3.7 Million
Q4 2024

Feb 07, 2025
BUY
$24.82 - $25.48 $3.42 Million - $3.51 Million
137,860 New
137,860 $3.43 Million
Q2 2021

Aug 05, 2021
SELL
$28.3 - $28.9 $26,602 - $27,166
-940 Closed
0 $0
Q1 2021

May 07, 2021
BUY
$28.18 - $29.55 $26,489 - $27,777
940 New
940 $27,000

Others Institutions Holding IBDT

# of Institutions
411
Shares Held
95.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBDT Quotes by TradingView
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