Kathmere Capital Management, LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Kathmere Capital Management, LLC holds 301,088 shares of IBMQ stock, worth $7.7 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
301,088
Previous 554,311
45.68%
Holding current value
$7.7 Million
Previous $14 Million
45.43%
% of portfolio
0.62%
Previous 1.26%
Shares
9 transactions
Others Institutions Holding IBMQ
# of Institutions
167Shares Held
16.6MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.93MShares$49.3 Million0.0% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH892KShares$22.8 Million0.33% of portfolio
-
Envestnet Asset Management Inc841KShares$21.5 Million0.01% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC754KShares$19.3 Million0.54% of portfolio
-
Mercer Global Advisors Inc Denver, CO753KShares$19.2 Million0.04% of portfolio