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
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR IBONDS DEC 2026 TER


  • Ticker IBDR
  • Sector ETFs
  • Industry ETFs
More about IBDR
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