Sowell Financial Services LLC Ishares Tr Ibonds Dec 2029 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 2029 Ter stock. As of the latest transaction made, Sowell Financial Services LLC holds 174,299 shares of IBDU stock, worth $4.1 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
174,299
Previous 158,931 9.67%
Holding current value
$4.1 Million
Previous $3.71 Million 10.33%
% of portfolio
0.17%
Previous 0.16%

Shares

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

Oct 17, 2025
BUY
$23.13 - $23.54 $355,461 - $361,762
15,368 Added 9.67%
174,299 $4.09 Million
Q2 2025

Jul 11, 2025
BUY
$22.7 - $23.33 $151,545 - $155,751
6,676 Added 4.38%
158,931 $3.71 Million
Q1 2025

Apr 17, 2025
BUY
$22.61 - $23.14 $149,293 - $152,793
6,603 Added 4.53%
152,255 $3.52 Million
Q4 2024

Feb 07, 2025
BUY
$22.71 - $23.47 $3.31 Million - $3.42 Million
145,652 New
145,652 $3.32 Million
Q2 2021

Aug 05, 2021
SELL
$26.09 - $26.82 $26,429 - $27,168
-1,013 Closed
0 $0
Q1 2021

May 07, 2021
BUY
$25.95 - $27.44 $26,287 - $27,796
1,013 New
1,013 $27,000

Others Institutions Holding IBDU

# of Institutions
337
Shares Held
100M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2029 TER

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