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

Sowell Financial Services LLC

  • $2.46 Billion
  • Q3 2025

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 176,362 shares of IBDS stock, worth $4.29 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
176,362
Previous 165,435 6.61%
Holding current value
$4.29 Million
Previous $4.02 Million 6.9%
% of portfolio
0.17%
Previous 0.17%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 17, 2025
BUY
$24.14 - $24.34 $263,777 - $265,963
10,927 Added 6.61%
176,362 $4.29 Million
Q2 2025

Jul 11, 2025
SELL
$23.96 - $24.27 $35,676 - $36,138
-1,489 Reduced 0.89%
165,435 $4.02 Million
Q1 2025

Apr 17, 2025
BUY
$23.9 - $24.18 $228,770 - $231,450
9,572 Added 6.08%
166,924 $4.04 Million
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
424
Shares Held
109M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

IBDS Quotes by TradingView
  • Ticker IBDS
  • Sector ETFs
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More about IBDS
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