Confluence Investment Management LLC Ishares Tr Ibonds Dec 2031 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 IBTL

# of Institutions

101

Shares Held

14M

Call Options Held

0

Put Options Held

0

Wells Fargo & Company San Francisco, CA

2.18M
Shares

$44.4 Million
0.01% of portfolio
True Private Wealth Advisors

1.91M
Shares

$39 Million
5.14% of portfolio
Federation Des Caisses Desjardins Du Quebec Levis, A8

1.78M
Shares

$36.3 Million
0.17% of portfolio
Bank Of America Corp Charlotte, NC

874K
Shares

$17.8 Million
0.0% of portfolio
Krilogy Financial LLC

572K
Shares

$11.7 Million
0.75% of portfolio

About ISHARES TR IBONDS DEC 2031 TER

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