Caldwell Trust CO Ishares Tr Ibonds Dec 2028 Ter Transaction History
Caldwell Trust CO
- $1.07 Trillion
- Q3 2025
A detailed history of Caldwell Trust CO transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Caldwell Trust CO holds 40 shares of IBMQ stock, worth $1,020. This represents 0.0% of its overall portfolio holdings.
Number of Shares
40
Previous 40
-0.0%
Holding current value
$1,020
Previous $1.02 Million
0.98%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding IBMQ
# of Institutions
185Shares Held
18.9MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.12MShares$53.9 Million0.0% of portfolio
-
Vishria Bird Financial Group, LLC1.14MShares$29.2 Million6.63% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH913KShares$23.3 Million0.32% of portfolio
-
Mercer Global Advisors Inc Denver, CO900KShares$23 Million0.04% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC754KShares$19.2 Million0.54% of portfolio