Sowell Financial Services LLC Ishares Ibonds 2025 Term High Transaction History

Sowell Financial Services LLC

  • $1.85 Billion
  • Q4 2024

A detailed history of Sowell Financial Services LLC transactions in Ishares Ibonds 2025 Term High stock. As of the latest transaction made, Sowell Financial Services LLC holds 60,442 shares of IBHE stock, worth $1.4 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
60,442
Previous 47,482 27.29%
Holding current value
$1.4 Million
Previous $1.11 Million 26.76%
% of portfolio
0.08%
Previous 0.05%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$23.08 - $23.28 $299,116 - $301,708
12,960 Added 27.29%
60,442 $1.4 Million
Q3 2024

Oct 04, 2024
BUY
$23.03 - $23.3 $1.09 Million - $1.11 Million
47,482 New
47,482 $1.11 Million

Others Institutions Holding IBHE

# of Institutions
134
Shares Held
15.8M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS 2025 TERM HIGH

IBHE Quotes by TradingView
  • Ticker IBHE
  • Sector ETFs
  • Industry ETFs
More about IBHE
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