Confluence Investment Management LLC iShares iBonds Dec 2033 Term C Transaction History

Confluence Investment Management LLC

  • $6.81 Billion
  • Q2 2025
Number of Shares
307,307
Previous 308,505 0.39%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 01, 2025
SELL
N/A
-1,198 Reduced 0.39%
307,307 $0
Q1 2025

Apr 01, 2025
SELL
N/A
-2,665 Reduced 0.86%
308,505 $0
Q4 2024

Jan 02, 2025
BUY
N/A
2,547 Added 0.83%
311,170 $0
Q3 2024

Oct 31, 2024
SELL
N/A
-10,243 Reduced 3.21%
308,623 $0
Q2 2024

Jul 01, 2024
SELL
N/A
-2,592 Reduced 0.81%
318,866 $0
Q1 2024

Apr 01, 2024
BUY
N/A
321,458 New
321,458 $0
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