Sowell Financial Services LLC Ishares Tr Ibonds Dec 2029 Tre Transaction History

Sowell Financial Services LLC

  • $2.1 Billion
  • Q3 2024

A detailed history of Sowell Financial Services LLC transactions in Ishares Tr Ibonds Dec 2029 Tre stock. As of the latest transaction made, Sowell Financial Services LLC holds 14,817 shares of IBTJ stock, worth $316,342. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,817
Previous 19,251 23.03%
Holding current value
$316,342
Previous $411,000 20.44%
% of portfolio
0.02%
Previous 0.02%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024
SELL
$21.22 - $22.22 $94,089 - $98,523
-4,434 Reduced 23.03%
14,817 $327,000
Q2 2024

Aug 13, 2024
SELL
$21.0 - $21.44 $90,972 - $92,878
-4,332 Reduced 18.37%
19,251 $411,000
Q1 2024

May 03, 2024
SELL
$21.33 - $21.86 $48,099 - $49,294
-2,255 Reduced 8.73%
23,583 $507,000
Q4 2023

Jan 24, 2024
BUY
$20.61 - $21.84 $532,521 - $564,301
25,838 New
25,838 $562,000

Others Institutions Holding IBTJ

# of Institutions
136
Shares Held
14.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TRE

IBTJ Quotes by TradingView
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