Confluence Wealth Services, Inc. Ishares Trust Ishares 1 5 Year Call Options Transaction History

Confluence Wealth Services, Inc.

$1.52 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IGSB

# of Institutions

1,071

Shares Held

394M

Call Options Held

0

Put Options Held

0

Kingstone Capital Partners Texas, LLC Frisco, TX

70.4M
Shares

$3.69 Billion
0.57% of portfolio
Northern Trust Corp Chicago, IL

22.3M
Shares

$1.17 Billion
0.18% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

21.3M
Shares

$1.12 Billion
0.21% of portfolio
Ameriprise Financial Inc Minneapolis, MN

13.8M
Shares

$723 Million
0.2% of portfolio
Matson Money. Inc.

13.3M
Shares

$699 Million
25.37% of portfolio

About ISHARES TRUST ISHARES 1-5 YEAR

Ticker IGSB
Sector ETFs
Industry ETFs

More about IGSB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Confluence Wealth Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Confluence Wealth Services, Inc. with notifications on news.