Confluence Investment Management LLC Ishares Tr Ibonds Dec 2028 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 2028 Ter stock. As of the latest transaction made, Confluence Investment Management LLC holds 11,055 shares of IBMQ stock, worth $281,681. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11,055
Previous 12,189
9.3%
Holding current value
$281,681
Previous $308,000
10.39%
% of portfolio
0.0%
Previous 0.0%
Shares
17 transactions
Others Institutions Holding IBMQ
# of Institutions
121Shares Held
12.3MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.03MShares$26.1 Million0.0% of portfolio
-
Envestnet Asset Management Inc800KShares$20.4 Million0.01% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH800KShares$20.4 Million0.35% of portfolio
-
Mercer Global Advisors Inc Denver, CO783KShares$19.9 Million0.05% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC754KShares$19.2 Million0.54% of portfolio