Sowell Financial Services LLC Ishares Tr Transaction History

Sowell Financial Services LLC

  • $2.46 Billion
  • Q3 2025

A detailed history of Sowell Financial Services LLC transactions in Ishares Tr stock. As of the latest transaction made, Sowell Financial Services LLC holds 27,419 shares of IBDV stock, worth $604,040. This represents 0.02% of its overall portfolio holdings.

Number of Shares
27,419
Previous 20,199 35.74%
Holding current value
$604,040
Previous $443,000 37.02%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 17, 2025
BUY
$21.75 - $22.22 $157,035 - $160,428
7,220 Added 35.74%
27,419 $607,000
Q2 2025

Jul 11, 2025
BUY
$21.28 - $21.98 $429,834 - $443,974
20,199 New
20,199 $443,000

Others Institutions Holding IBDV

# of Institutions
292
Shares Held
81.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IBDV Quotes by TradingView
  • Ticker IBDV
  • Sector Technology
More about IBDV
Track This Portfolio

Track Sowell Financial Services LLC Portfolio

Follow Sowell Financial Services LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email