Ishares Tr shares owned by Confluence Investment Management
Quarter-by-quarter ownership of Ishares Tr (IBDX) shares owned by Confluence Investment Management
from 13F filings
Historical chart of Confluence Investment Management investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Confluence Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $7.6M | 298k | 25.53 |
| 2025-06-30 | $10M | 402k | 25.29 |
| 2025-03-31 | $10M | 407k | 24.99 |
| 2024-12-31 | $10M | 411k | 24.58 |
| 2024-09-30 | $11M | 409k | 25.71 |
More positions owned by Confluence Investment Management
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