Ishares Tr shares owned by Confluence Investment Management
Quarter-by-quarter ownership of Ishares Tr (IBTK) shares owned by Confluence Investment Management
from 13F filings
Historical chart of Confluence Investment Management investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by Confluence Investment Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr by Confluence Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $7.9M | 394k | 20.05 |
| 2024-06-30 | $7.8M | 407k | 19.28 |
| 2024-03-31 | $7.9M | 409k | 19.42 |
| 2023-12-31 | $8.1M | 411k | 19.72 |
| 2023-09-30 | $16M | 843k | 18.90 |
| 2023-06-30 | $17M | 853k | 19.65 |
| 2023-03-31 | $17M | 857k | 20.15 |
| 2022-12-31 | $20M | 1.0M | 19.54 |
| 2022-09-30 | $31M | 1.6M | 19.61 |
| 2022-06-30 | $18M | 850k | 20.83 |
| 2022-03-31 | $13M | 614k | 21.82 |
More positions owned by Confluence Investment Management
Home Depot (HD)
View all positions for Confluence Investment Management