Sowell Financial Services LLC Ishares Ibonds 2025 Term High Transaction History

Sowell Financial Services LLC

  • $2.46 Billion
  • Q3 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 67,063 shares of IBHE stock, worth $1.55 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
67,063
Previous 74,809 10.35%
Holding current value
$1.55 Million
Previous $1.74 Million 10.52%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Oct 17, 2025
SELL
$23.14 - $23.23 $179,242 - $179,939
-7,746 Reduced 10.35%
67,063 $1.56 Million
Q2 2025

Jul 11, 2025
BUY
$22.98 - $23.27 $17,280 - $17,499
752 Added 1.02%
74,809 $1.74 Million
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
153
Shares Held
14.1M
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
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