Sowell Financial Services LLC Ishares Tr Ibonds Dec 2031 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 2031 Ter stock. As of the latest transaction made, Sowell Financial Services LLC holds 19,777 shares of IBDW stock, worth $417,096. This represents 0.02% of its overall portfolio holdings.

Number of Shares
19,777
Previous 17,453 13.32%
Holding current value
$417,096
Previous $367,000 14.17%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 17, 2025
BUY
$20.77 - $21.32 $48,269 - $49,547
2,324 Added 13.32%
19,777 $419,000
Q2 2025

Jul 11, 2025
BUY
$20.23 - $21.04 $353,074 - $367,211
17,453 New
17,453 $367,000
Q2 2024

Aug 13, 2024
BUY
$19.84 - $20.44 $288,275 - $296,993
14,530 Added 85.52%
31,520 $639,000
Q1 2024

May 03, 2024
BUY
$20.24 - $20.75 $343,877 - $352,542
16,990 New
16,990 $348,000

Others Institutions Holding IBDW

# of Institutions
252
Shares Held
77M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2031 TER

IBDW Quotes by TradingView
  • Ticker IBDW
More about IBDW
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