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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

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Quarterly reported holdings in Ishares Tr by Confluence Investment Management

Quarter filed Position value Share count Share price at filing
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