Sowell Financial Services LLC Ishares Ibonds Dec 2025 Term C Transaction History

Sowell Financial Services LLC

$1.85 Billion
Q4 2024

A detailed history of Sowell Financial Services LLC transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Sowell Financial Services LLC holds 174,942 shares of IBDQ stock, worth $4.39 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

174,942

Previous 135,848 28.78%

Holding current value

$4.39 Million

Previous $3.41 Million 28.54%

% of portfolio

0.24%

Previous 0.16%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$25.0 - $25.11 $977,350 - $981,650	39,094 Added 28.78%	174,942 $4.38 Million
Q3 2024 Oct 04, 2024	BUY	$24.78 - $25.11 $1.51 Million - $1.53 Million	61,076 Added 81.68%	135,848 $3.41 Million
Q2 2024 Aug 13, 2024	BUY	$24.69 - $24.86 $325,315 - $327,555	13,176 Added 21.39%	74,772 $1.86 Million
Q1 2024 May 03, 2024	BUY	$24.7 - $24.84 $72,568 - $72,979	2,938 Added 5.01%	61,596 $1.53 Million
Q4 2023 Jan 24, 2024	BUY	$24.29 - $24.76 $1.42 Million - $1.45 Million	58,658 New	58,658 $1.45 Million
Q1 2021 May 07, 2021	SELL	$26.73 - $27.32 $26,810 - $27,401	-1,003 Closed	0 $0
Q2 2020 Aug 13, 2020	SELL	$24.65 - $26.99 $147 - $161	-6 Reduced 0.59%	1,003 $27,000
Q4 2019 Feb 07, 2020	SELL	$25.74 - $26.03 $20,489 - $20,719	-796 Reduced 44.1%	1,009 $26,000
Q3 2019 Nov 14, 2019	BUY	$25.42 - $26.02 $45,883 - $46,966	1,805 New	1,805 $47,000

Others Institutions Holding IBDQ

# of Institutions

408

Shares Held

89.3M

Call Options Held

Put Options Held

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About ISHARES IBONDS DEC 2025 TERM C

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Sowell Financial Services LLC Ishares Ibonds Dec 2025 Term C Transaction History