Sowell Financial Services LLC Ishares Ibonds Dec 2025 Term C Transaction History
Sowell Financial Services LLC
- $2.46 Billion
- Q3 2025
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 156,883 shares of IBDQ stock, worth $3.95 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
156,883
Previous 169,962
7.7%
Holding current value
$3.95 Million
Previous $4.28 Million
7.67%
% of portfolio
0.16%
Previous 0.18%
Shares
12 transactions
Others Institutions Holding IBDQ
# of Institutions
428Shares Held
94.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.8MShares$171 Million0.01% of portfolio
-
Laurel Wealth Advisors LLC Charlotte, NC5.21MShares$131 Million2.97% of portfolio
-
Morgan Stanley New York, NY3.79MShares$95.2 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.51MShares$88.2 Million1.31% of portfolio
-
Lido Advisors, LLC Los Angeles, CA2.98MShares$74.8 Million0.29% of portfolio