Sowell Financial Services LLC Ishares Ibonds 2025 Term High Transaction History

Sowell Financial Services LLC

  • $2.11 Billion
  • Q1 2025

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 74,057 shares of IBHE stock, worth $1.72 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
74,057
Previous 60,442 22.53%
Holding current value
$1.72 Million
Previous $1.4 Million 22.75%
% of portfolio
0.08%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 17, 2025
BUY
$23.16 - $23.32 $315,323 - $317,501
13,615 Added 22.53%
74,057 $1.72 Million
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
150
Shares Held
15.7M
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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