Confluence Investment Management LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History
Confluence Investment Management LLC
- $6.67 Billion
- Q2 2024
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 430,111 shares of IBTM stock, worth $9.94 Million. This represents 0.14% of its overall portfolio holdings.
Number of Shares
430,111
Previous 431,101
0.23%
Holding current value
$9.94 Million
Previous $9.77 Million
1.25%
% of portfolio
0.14%
Previous 0.14%
Shares
4 transactions
Others Institutions Holding IBTM
# of Institutions
58Shares Held
7.19MCall Options Held
0Put Options Held
0-
Krilogy Financial LLC1.72MShares$39.7 Million3.0% of portfolio
-
Ubs Group Ag1.43MShares$32.9 Million0.01% of portfolio
-
Stratos Wealth Partners, Ltd.512KShares$11.8 Million0.19% of portfolio
-
Truist Financial Corp356KShares$8.23 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL350KShares$8.09 Million0.01% of portfolio