Sowell Financial Services LLC Ishares Tr Ibonds Dec 2026 Ter 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 2026 Ter stock. As of the latest transaction made, Sowell Financial Services LLC holds 140,086 shares of IBDR stock, worth $3.33 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

140,086

Previous 95,452 46.76%

Holding current value

$3.33 Million

Previous $2.27 Million 46.37%

% of portfolio

0.16%

Previous 0.11%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 04, 2024	BUY	$23.75 - $23.75 $1.06 Million - $1.06 Million	44,634 Added 46.76%	140,086 $3.33 Million
Q2 2024 Aug 13, 2024	BUY	$23.65 - $23.82 $105,006 - $105,760	4,440 Added 4.88%	95,452 $2.27 Million
Q1 2024 May 03, 2024	BUY	$23.76 - $23.98 $61,372 - $61,940	2,583 Added 2.92%	91,012 $2.17 Million
Q4 2023 Jan 24, 2024	BUY	$23.15 - $23.9 $2.05 Million - $2.11 Million	88,429 New	88,429 $2.11 Million
Q1 2021 May 07, 2021	SELL	$26.27 - $27.07 $26,033 - $26,826	-991 Closed	0 $0
Q2 2020 Aug 13, 2020	SELL	$24.19 - $26.75 $169 - $187	-7 Reduced 0.7%	991 $26,000
Q4 2019 Feb 07, 2020	SELL	$25.21 - $25.58 $23,823 - $24,173	-945 Reduced 48.64%	998 $25,000
Q3 2019 Nov 14, 2019	BUY	$24.85 - $25.68 $48,283 - $49,896	1,943 New	1,943 $49,000

Others Institutions Holding IBDR

# of Institutions

373

Shares Held

89.1M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2026 TER

Ticker IBDR
Sector ETFs
Industry ETFs

More about IBDR

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 Tr Ibonds Dec 2026 Ter Transaction History