Confluence Investment Management LLC Ishares Tr Ibonds Dec 2032 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 2032 Ter stock. As of the latest transaction made, Confluence Investment Management LLC holds 407,434 shares of IBDX stock, worth $10.2 Million. This represents 0.15% of its overall portfolio holdings.
Number of Shares
407,434
Previous 411,172
0.91%
Holding current value
$10.2 Million
Previous $10.1 Million
0.58%
% of portfolio
0.15%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding IBDX
# of Institutions
148Shares Held
35.1MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4MShares$100 Million1.12% of portfolio
-
Wells Fargo & Company San Francisco, CA2.59MShares$64.6 Million0.02% of portfolio
-
Capital Investment Advisors, LLC2.49MShares$62.1 Million1.26% of portfolio
-
Bank Of America Corp Charlotte, NC2.23MShares$55.8 Million0.0% of portfolio
-
First Interstate Bank Billings, MT2.03MShares$50.7 Million3.13% of portfolio