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%
Shares
8 transactions
Others Institutions Holding IBDR
# of Institutions
370Shares Held
88.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC7.84MShares$186 Million0.02% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN5.33MShares$127 Million0.03% of portfolio
-
Morgan Stanley New York, NY3.59MShares$85.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA3.02MShares$71.7 Million0.02% of portfolio
-
Envestnet Asset Management Inc2.16MShares$51.3 Million0.02% of portfolio