Confluence Wealth Services, Inc. Ihares Core 1 5 Years Usd Bond Transaction History

Confluence Wealth Services, Inc.

$1.31 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 26, 2022	SELL	$48.28 - $50.36 $98,298 - $102,532	-2,036 Closed	0 $0
Q4 2021 Feb 10, 2022	BUY	$50.4 - $51.06 $102,614 - $103,958	2,036 New	2,036 $102,000

Others Institutions Holding ISTB

# of Institutions

386

Shares Held

57.6M

Call Options Held

0

Put Options Held

0

Acorns Advisers, LLC Irvine, CA

10.2M
Shares

$489 Million
4.92% of portfolio
State Of Wisconsin Investment Board Madison, WI

4.84M
Shares

$231 Million
0.62% of portfolio
Trust Point Inc. La Crosse, WI

3.14M
Shares

$150 Million
11.46% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.06M
Shares

$146 Million
0.03% of portfolio
Black Rock Inc. New York, NY

1.78M
Shares

$85.3 Million
0.0% of portfolio

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