Confluence Investment Management LLC Ishares Tr Ibonds Dec 2028 Ter Put Options Transaction History

Confluence Investment Management LLC

$7.15 Billion
Q3 2024

Put Options

0 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form

No transaction found.

Others Institutions Holding IBMQ

# of Institutions

124

Shares Held

12.5M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.03M
Shares

$26 Million
0.0% of portfolio
Envestnet Asset Management Inc

800K
Shares

$20.3 Million
0.01% of portfolio
Clearstead Advisors, LLC Cleveland, OH

800K
Shares

$20.2 Million
0.35% of portfolio
Mercer Global Advisors Inc Denver, CO

783K
Shares

$19.8 Million
0.05% of portfolio
Wilbanks Smith & Thomas Asset Management LLC

754K
Shares

$19.1 Million
0.54% of portfolio

About ISHARES TR IBONDS DEC 2028 TER

Ticker IBMQ
Sector ETFs
Industry ETFs

More about IBMQ

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.