Confluence Investment Management LLC Ishares Tr Ibonds December 202 Transaction History
Confluence Investment Management LLC
- $6.67 Billion
- Q2 2024
A detailed history of Confluence Investment Management LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Confluence Investment Management LLC holds 70,934 shares of IBMO stock, worth $1.81 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
70,934
Previous 69,218
2.48%
Holding current value
$1.81 Million
Previous $1.75 Million
2.39%
% of portfolio
0.03%
Previous 0.02%
Shares
19 transactions
Others Institutions Holding IBMO
# of Institutions
165Shares Held
17.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.51MShares$38.6 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO981KShares$25 Million0.06% of portfolio
-
Envestnet Asset Management Inc884KShares$22.6 Million0.01% of portfolio
-
Morgan Stanley New York, NY866KShares$22.1 Million0.0% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH773KShares$19.7 Million0.34% of portfolio