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

Sowell Financial Services LLC

  • $2.11 Billion
  • Q1 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 146,345 shares of IBDT stock, worth $3.7 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares
146,345
Previous 137,860 6.15%
Holding current value
$3.7 Million
Previous $3.43 Million 7.69%
% of portfolio
0.18%
Previous 0.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
345
Shares Held
82.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

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