Sowell Financial Services LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Sowell Financial Services LLC

$2.56 Billion
Q4 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 174,655 shares of IBDT stock, worth $4.44 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

174,655

Previous 161,855 7.91%

Holding current value

$4.44 Million

Previous $4.13 Million 7.48%

% of portfolio

0.17%

Previous 0.17%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	BUY	$25.38 - $25.57 $324,864 - $327,296	12,800 Added 7.91%	174,655 $4.44 Million
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

417

Shares Held

97M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2028 TER

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Sowell Financial Services LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History