Sowell Financial Services LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Sowell Financial Services LLC

$1.85 Billion
Q4 2024

A detailed history of Sowell Financial Services LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Sowell Financial Services LLC holds 157,352 shares of IBDS stock, worth $3.8 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

157,352

Previous 116,768 34.76%

Holding current value

$3.8 Million

Previous $2.85 Million 32.51%

% of portfolio

0.2%

Previous 0.14%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$23.88 - $24.32 $969,145 - $987,002	40,584 Added 34.76%	157,352 $3.77 Million
Q3 2024 Oct 04, 2024	BUY	$23.63 - $24.42 $1.34 Million - $1.39 Million	56,884 Added 94.99%	116,768 $2.85 Million
Q2 2024 Aug 13, 2024	BUY	$23.48 - $23.77 $402,752 - $407,726	17,153 Added 40.14%	59,884 $1.42 Million
Q1 2024 May 03, 2024	BUY	$23.67 - $24.03 $144,813 - $147,015	6,118 Added 16.71%	42,731 $1.02 Million
Q4 2023 Jan 24, 2024	BUY	$22.84 - $23.94 $836,240 - $876,515	36,613 New	36,613 $876,000
Q1 2021 May 07, 2021	SELL	$26.64 - $27.56 $25,601 - $26,485	-961 Closed	0 $0
Q2 2020 Aug 13, 2020	SELL	$24.26 - $27.02 $436 - $486	-18 Reduced 1.84%	961 $26,000
Q4 2019 Feb 07, 2020	BUY	$25.68 - $26.07 $25,140 - $25,522	979 New	979 $25,000

Others Institutions Holding IBDS

# of Institutions

379

Shares Held

97.5M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
Sector ETFs
Industry ETFs

More about IBDS

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 2027 Ter Transaction History