Confluence Investment Management LLC Ishares Tr Ibonds Dec 2027 Ter Call Options Transaction History

Confluence Investment Management LLC

$6.67 Billion
Q2 2024

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IBTH

# of Institutions

184

Shares Held

29.9M

Call Options Held

0

Put Options Held

0

Globalt Investments LLC / Ga Atlanta, GA

3.18M
Shares

$71.1 Million
2.81% of portfolio
Morgan Stanley New York, NY

3.16M
Shares

$70.6 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.45M
Shares

$32.5 Million
0.0% of portfolio
New Edge Advisors, LLC New Orleans, LA

1.3M
Shares

$29 Million
0.21% of portfolio
Wells Fargo & Company San Francisco, CA

1.09M
Shares

$24.3 Million
0.01% of portfolio

About ISHARES TR IBONDS DEC 2027 TER

Ticker IBTH
Sector ETFs
Industry ETFs

More about IBTH

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Confluence Investment Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Confluence Investment Management LLC with notifications on news.