Sowell Financial Services LLC Ishares Iboxx $ Investment Gra Transaction History

Sowell Financial Services LLC

$2.46 Billion
Q3 2025

A detailed history of Sowell Financial Services LLC transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Sowell Financial Services LLC holds 35,518 shares of LQD stock, worth $3.92 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

35,518

Previous 34,778 2.13%

Holding current value

$3.92 Million

Previous $3.81 Million 3.86%

% of portfolio

0.16%

Previous 0.16%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	BUY	$107.66 - $112.36 $79,668 - $83,146	740 Added 2.13%	35,518 $3.96 Million
Q2 2025 Jul 11, 2025	BUY	$105.23 - $109.61 $12,943 - $13,482	123 Added 0.35%	34,778 $3.81 Million
Q1 2025 Apr 17, 2025	BUY	$105.1 - $109.61 $64,846 - $67,629	617 Added 1.81%	34,655 $3.76 Million
Q4 2024 Feb 07, 2025	SELL	$106.56 - $113.11 $232,087 - $246,353	-2,178 Reduced 6.01%	34,038 $3.64 Million
Q3 2024 Oct 04, 2024	SELL	$106.11 - $113.72 $674,116 - $722,463	-6,353 Reduced 14.92%	36,216 $4.09 Million

Q2 2024 Aug 13, 2024	BUY	$104.54 - $108.46 $1.42 Million - $1.47 Million	13,537 Added 46.63%	42,569 $4.56 Million
Q1 2024 May 03, 2024	SELL	$106.98 - $110.63 $453,702 - $469,181	-4,241 Reduced 12.75%	29,032 $3.16 Million
Q4 2023 Jan 24, 2024	BUY	$98.28 - $111.36 $1.33 Million - $1.51 Million	13,579 Added 68.95%	33,273 $3.68 Million
Q3 2023 Nov 08, 2023	SELL	$102.02 - $108.51 $641,909 - $682,744	-6,292 Reduced 24.21%	19,694 $2.01 Million
Q2 2023 Aug 14, 2023	BUY	$106.02 - $110.43 $1.24 Million - $1.3 Million	11,730 Added 82.28%	25,986 $2.81 Million
Q1 2023 May 12, 2023	SELL	$104.89 - $111.81 $3.53 Million - $3.76 Million	-33,671 Reduced 70.25%	14,256 $1.56 Million
Q4 2022 Feb 09, 2023	BUY	$99.2 - $110.03 $3.44 Million - $3.82 Million	34,703 Added 262.42%	47,927 $5.05 Million
Q3 2022 Nov 15, 2022	BUY	$101.44 - $114.61 $1.34 Million - $1.52 Million	13,224 New	13,224 $1.36 Million
Q1 2022 May 13, 2022	SELL	$118.44 - $131.22 $2.79 Million - $3.09 Million	-23,575 Closed	0 $0
Q4 2021 Feb 09, 2022	BUY	$130.98 - $134.88 $631,978 - $650,796	4,825 Added 25.73%	23,575 $3.12 Million
Q3 2021 Nov 04, 2021	BUY	$133.03 - $136.33 $36,849 - $37,763	277 Added 1.5%	18,750 $2.49 Million
Q2 2021 Aug 05, 2021	SELL	$129.85 - $134.36 $490,443 - $507,477	-3,777 Reduced 16.98%	18,473 $2.48 Million
Q1 2021 May 07, 2021	SELL	$128.44 - $137.43 $1.65 Million - $1.77 Million	-12,879 Reduced 36.66%	22,250 $2.93 Million
Q4 2020 Jan 13, 2021	SELL	$133.73 - $138.48 $1.11 Million - $1.15 Million	-8,326 Reduced 19.16%	35,129 $4.85 Million
Q3 2020 Nov 12, 2020	SELL	$134.22 - $139.15 $2.81 Million - $2.91 Million	-20,906 Reduced 32.48%	43,455 $5.85 Million
Q2 2020 Aug 13, 2020	BUY	$121.1 - $134.5 $6.66 Million - $7.4 Million	54,993 Added 587.03%	64,361 $8.66 Million
Q1 2020 May 12, 2020	SELL	$105.05 - $134.27 $1.16 Million - $1.48 Million	-11,035 Reduced 54.09%	9,368 $1.16 Million
Q4 2019 Feb 07, 2020	BUY	$125.71 - $128.49 $552,369 - $564,585	4,394 Added 27.45%	20,403 $2.61 Million
Q3 2019 Nov 14, 2019	BUY	$122.95 - $129.1 $817,125 - $857,998	6,646 Added 70.98%	16,009 $2.04 Million
Q1 2019 May 15, 2019	SELL	$113.15 - $119.15 $703,679 - $740,993	-6,219 Reduced 39.91%	9,363 $0
Q4 2018 Mar 05, 2019	BUY	$111.35 - $114.52 $1.74 Million - $1.78 Million	15,582 New	15,582 $1.76 Million
Q3 2018 Nov 13, 2018	SELL	$114.24 - $116.27 $2.21 Million - $2.25 Million	-19,359 Closed	0 $0
Q2 2018 Aug 14, 2018	BUY	$113.81 - $117.24 $1.22 Million - $1.26 Million	10,758 Added 125.08%	19,359 $2.23 Million
Q1 2018 May 10, 2018	SELL	$115.72 - $120.97 $2.53 Million - $2.64 Million	-21,860 Reduced 71.76%	8,601 $985,000
Q4 2017 Jan 29, 2018	SELL	$119.89 - $121.79 $3.92 Million - $3.98 Million	-32,712 Reduced 51.78%	30,461 $3.66 Million
Q3 2017 Nov 07, 2017	BUY	$120.62 - $121.61 $7.62 Million - $7.68 Million	63,173	63,173 $7.65 Million

Others Institutions Holding LQD

# of Institutions

1,260

Shares Held

279M

Call Options Held

32.1M

Put Options Held

61.9M

View Full List

About ISHARES IBOXX $ INVESTMENT GRA

Ticker LQD
Sector ETFs
Industry ETFs

More about LQD

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sowell Financial Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sowell Financial Services LLC with notifications on news.

Account

Sowell Financial Services LLC Ishares Iboxx $ Investment Gra Transaction History