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

Confluence Investment Management LLC

$6.81 Billion
Q2 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IBMQ

# of Institutions

167

Shares Held

16.9M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

2.07M
Shares

$53.3 Million
0.0% of portfolio
Clearstead Advisors, LLC Cleveland, OH

892K
Shares

$23 Million
0.33% of portfolio
Mercer Global Advisors Inc Denver, CO

857K
Shares

$22.1 Million
0.05% of portfolio
Envestnet Asset Management Inc

841K
Shares

$21.7 Million
0.01% of portfolio
Wilbanks Smith & Thomas Asset Management LLC

754K
Shares

$19.4 Million
0.54% of portfolio

About ISHARES TR IBONDS DEC 2028 TER

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