Confluence Investment Management LLC Ishares Tr Ibonds Dec 2026 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 2026 Ter stock. As of the latest transaction made, Confluence Investment Management LLC holds 864,059 shares of IBTG stock, worth $19.8 Million. This represents 0.29% of its overall portfolio holdings.
Number of Shares
864,059
Previous 867,969
0.45%
Holding current value
$19.8 Million
Previous $19.7 Million
0.67%
% of portfolio
0.29%
Previous 0.28%
Shares
18 transactions
Others Institutions Holding IBTG
# of Institutions
193Shares Held
37.3MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY3.41MShares$78.3 Million0.01% of portfolio
-
Hm Payson & CO Portland, ME3.31MShares$76.1 Million1.37% of portfolio
-
Capital Investment Advisors, LLC2.29MShares$52.6 Million1.19% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$42.1 Million0.0% of portfolio
-
New Edge Advisors, LLC New Orleans, LA1.51MShares$34.6 Million0.25% of portfolio