Sowell Financial Services LLC Ishares Tr Ibonds Dec 2032 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 2032 Ter stock. As of the latest transaction made, Sowell Financial Services LLC holds 16,805 shares of IBDX stock, worth $427,855. This represents 0.02% of its overall portfolio holdings.
Number of Shares
16,805
Previous 10,555
59.21%
Holding current value
$427,855
Previous $270,000
58.15%
% of portfolio
0.02%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding IBDX
# of Institutions
191Shares Held
46.7MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.61MShares$117 Million0.93% of portfolio
-
Capital Investment Advisors, LLC3.17MShares$80.7 Million1.28% of portfolio
-
Wells Fargo & Company San Francisco, CA2.89MShares$73.6 Million0.01% of portfolio
-
Capital Advisors Inc2.65MShares$67.6 Million1.13% of portfolio
-
Morgan Stanley New York, NY2.22MShares$56.4 Million0.0% of portfolio