Kathmere Capital Management, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History
Kathmere Capital Management, LLC
- $1.23 Billion
- Q2 2025
A detailed history of Kathmere Capital Management, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Kathmere Capital Management, LLC holds 912,316 shares of IBDU stock, worth $21.3 Million. This represents 1.73% of its overall portfolio holdings.
Number of Shares
912,316
Previous 838,505
8.8%
Holding current value
$21.3 Million
Previous $19.4 Million
9.75%
% of portfolio
1.73%
Previous 1.74%
Shares
4 transactions
Others Institutions Holding IBDU
# of Institutions
322Shares Held
96.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.12MShares$143 Million0.01% of portfolio
-
Aptus Capital Advisors, LLC5.03MShares$117 Million1.05% of portfolio
-
Capital Advisors Inc4.46MShares$104 Million1.92% of portfolio
-
Morgan Stanley New York, NY4.08MShares$95.1 Million0.01% of portfolio
-
Shufro Rose & CO LLC3.54MShares$82.5 Million7.36% of portfolio