Confluence Investment Management LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History
Confluence Investment Management LLC
- $6.73 Billion
- Q3 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 418,745 shares of IBTM stock, worth $9.74 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
418,745
Previous 428,490
2.27%
Holding current value
$9.74 Million
Previous $9.83 Million
1.51%
% of portfolio
0.14%
Previous 0.14%
Shares
10 transactions
Others Institutions Holding IBTM
# of Institutions
88Shares Held
10.2MCall Options Held
0Put Options Held
0-
Krilogy Financial LLC2.04MShares$47.4 Million2.99% of portfolio
-
Parcion Private Wealth LLC Bellevue, WA902KShares$21 Million1.38% of portfolio
-
Ubs Group Ag808KShares$18.8 Million0.0% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL436KShares$10.1 Million0.0% of portfolio
-
Morgan Stanley New York, NY417KShares$9.7 Million0.0% of portfolio