Kathmere Capital Management, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Kathmere Capital Management, LLC
- $1.34 Billion
- Q3 2025
A detailed history of Kathmere Capital Management, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Kathmere Capital Management, LLC holds 309,280 shares of IBMQ stock, worth $7.89 Million. This represents 0.59% of its overall portfolio holdings.
Number of Shares
309,280
Previous 301,088
2.72%
Holding current value
$7.89 Million
Previous $7.65 Million
3.65%
% of portfolio
0.59%
Previous 0.62%
Shares
10 transactions
Others Institutions Holding IBMQ
# of Institutions
179Shares Held
18.5MCall 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