Confluence Investment Management LLC Ishares Tr Ibonds Dec 2030 Ter Transaction History
Confluence Investment Management LLC
- $6.68 Billion
- Q1 2025
A detailed history of Confluence Investment Management LLC transactions in Ishares Tr Ibonds Dec 2030 Ter stock. As of the latest transaction made, Confluence Investment Management LLC holds 395,464 shares of IBTK stock, worth $7.76 Million. This represents 0.12% of its overall portfolio holdings.
Number of Shares
395,464
Previous 399,627
1.04%
Holding current value
$7.76 Million
Previous $7.67 Million
1.23%
% of portfolio
0.12%
Previous 0.11%
Shares
13 transactions
Others Institutions Holding IBTK
# of Institutions
118Shares Held
14.2MCall Options Held
0Put Options Held
0-
Wells Fargo & Company San Francisco, CA2.5MShares$49.1 Million0.01% of portfolio
-
Atwood & Palmer Inc1.08MShares$21.2 Million1.44% of portfolio
-
Bank Of America Corp Charlotte, NC1.05MShares$20.5 Million0.0% of portfolio
-
Farmer Steven Patrick850KShares$16.7 Million0.28% of portfolio
-
Envestnet Asset Management Inc554KShares$10.9 Million0.0% of portfolio