Confluence Wealth Services, Inc. Ishares Tr 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
Q2 2024

Jul 31, 2024
BUY
$127.05 - $137.39 $179,648 - $194,269
1,414 Added 60.58%
3,748 $494,000
Q1 2024

Apr 22, 2024
BUY
$119.3 - $131.93 $278,446 - $307,924
2,334 New
2,334 $307,000

Others Institutions Holding ITA

# of Institutions
701
Shares Held
18.7M
Call Options Held
309K
Put Options Held
178K
View Full List

About ISHARES TR

ITA Quotes by TradingView
  • Ticker ITA
  • Sector ETFs
  • Industry ETFs
More about ITA
Track This Portfolio

Track Confluence Wealth Services, Inc. Portfolio

Follow Confluence Wealth Services, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email