Sowell Financial Services LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Sowell Financial Services LLC

$2.11 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 04, 2024	BUY	$19.77 - $20.99 $738,567 - $784,144	37,358 New	37,358 $777,000

Others Institutions Holding IBTL

# of Institutions

93

Shares Held

13.9M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

2.21M
Shares

$44.6 Million
0.01% of portfolio
Federation Des Caisses Desjardins Du Quebec Levis, A8

1.76M
Shares

$35.5 Million
0.19% of portfolio
True Private Wealth Advisors

1.67M
Shares

$33.6 Million
4.3% of portfolio
Bank Of America Corp Charlotte, NC

790K
Shares

$15.9 Million
0.0% of portfolio
Krilogy Financial LLC

576K
Shares

$11.6 Million
0.84% of portfolio

About ISHARES TR IBONDS DEC 2031 TER

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