A detailed history of Sowell Financial Services LLC transactions in Ishares Tr Ibonds 2028 Term Hi stock. As of the latest transaction made, Sowell Financial Services LLC holds 14,860 shares of IBHH stock, worth $347,575. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,860
Previous 22,916 35.15%
Holding current value
$347,575
Previous $529,000 33.27%
% of portfolio
0.02%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 04, 2024

SELL
$22.96 - $23.97 $184,965 - $193,102
-8,056 Reduced 35.15%
14,860 $353,000
Q2 2024

Aug 13, 2024

BUY
$22.8 - $23.2 $30,871 - $31,412
1,354 Added 6.28%
22,916 $529,000
Q1 2024

May 03, 2024

BUY
$23.05 - $23.38 $37,271 - $37,805
1,617 Added 8.11%
21,562 $503,000
Q4 2023

Jan 24, 2024

BUY
$21.6 - $23.4 $430,812 - $466,713
19,945 New
19,945 $464,000

Others Institutions Holding IBHH

About ISHARES TR IBONDS 2028 TERM HI


  • Ticker IBHH
  • Sector ETFs
  • Industry ETFs
More about IBHH
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.