Confluence Investment Management LLC Ishares Tr Transaction History
Confluence Investment Management LLC
- $6.81 Billion
- Q2 2025
A detailed history of Confluence Investment Management LLC transactions in Ishares Tr stock. As of the latest transaction made, Confluence Investment Management LLC holds 288,361 shares of MBB stock, worth $27 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
288,361
Previous 290,612
0.77%
Holding current value
$27 Million
Previous $27.2 Million
0.92%
% of portfolio
0.4%
Previous 0.41%
Shares
29 transactions
Others Institutions Holding MBB
# of Institutions
1,049Shares Held
350MCall Options Held
615KPut Options Held
48K-
Bank Of America Corp Charlotte, NC62.5MShares$5.84 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY50.8MShares$4.74 Billion0.37% of portfolio
-
Envestnet Asset Management Inc26.6MShares$2.49 Billion0.83% of portfolio
-
Lpl Financial LLC Fort Mill, SC24.3MShares$2.27 Billion0.92% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa21MShares$1.97 Billion0.87% of portfolio