Confluence Investment Management LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History
Confluence Investment Management LLC
- $6.32 Billion
- Q4 2025
A detailed history of Confluence Investment Management LLC transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, Confluence Investment Management LLC holds 298,135 shares of IBDX stock, worth $7.59 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
298,135Holding current value
$7.59 Million% of portfolio
0.12%Shares
5 transactions
Others Institutions Holding IBDX
# of Institutions
194Shares Held
46.8MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.61MShares$117 Million0.93% of portfolio
-
Capital Investment Advisors, LLC3.17MShares$80.7 Million1.28% of portfolio
-
Wells Fargo & Company San Francisco, CA2.89MShares$73.6 Million0.01% of portfolio
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Capital Advisors Inc2.65MShares$67.6 Million1.13% of portfolio
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Morgan Stanley New York, NY2.22MShares$56.4 Million0.0% of portfolio