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Ishares Tr shares owned by Confluence Investment Management

Quarter-by-quarter ownership of Ishares Tr (IBTM) 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
2024-09-30 $9.8M 419k 23.48
2024-06-30 $9.7M 430k 22.44
2024-03-31 $9.8M 431k 22.67
2023-12-31 $9.9M 428k 23.11
2023-09-30 $9.9M 449k 21.99
2023-06-30 $11M 455k 23.24