Tilia Fiduciary Partners, Inc. Ishares Trust Ishares 1 5 Year Transaction History

Tilia Fiduciary Partners, Inc.

$142 Million
Q3 2024

A detailed history of Tilia Fiduciary Partners, Inc. transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Tilia Fiduciary Partners, Inc. holds 36,973 shares of IGSB stock, worth $1.92 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares

36,973

Previous 35,209 5.01%

Holding current value

$1.92 Million

Previous $1.8 Million 7.87%

% of portfolio

1.37%

Previous 1.44%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 08, 2024	BUY	$51.02 - $52.74 $89,999 - $93,033	1,764 Added 5.01%	36,973 $1.95 Million
Q2 2024 Jul 11, 2024	BUY	$50.64 - $51.3 $57,375 - $58,122	1,133 Added 3.32%	35,209 $1.8 Million
Q1 2024 Apr 12, 2024	BUY	$50.95 - $51.48 $213,939 - $216,164	4,199 Added 14.05%	34,076 $1.75 Million
Q4 2023 Jan 12, 2024	BUY	$49.4 - $51.28 $66,245 - $68,766	1,341 Added 4.7%	29,877 $1.53 Million
Q3 2023 Oct 10, 2023	SELL	$49.74 - $50.37 $77,594 - $78,577	-1,560 Reduced 5.18%	28,536 $1.42 Million
Q2 2023 Jul 13, 2023	BUY	$50.02 - $50.76 $64,825 - $65,784	1,296 Added 4.5%	30,096 $1.51 Million
Q1 2023 May 10, 2023	SELL	$49.56 - $50.75 $197,893 - $202,644	-3,993 Reduced 12.18%	28,800 $1.46 Million
Q4 2022 Feb 10, 2023	SELL	$48.63 - $50.19 $190,824 - $196,945	-3,924 Reduced 10.69%	32,793 $1.63 Million
Q3 2022 Oct 26, 2022	SELL	$49.08 - $51.27 $464,493 - $485,219	-9,464 Reduced 20.49%	36,717 $1.8 Million
Q2 2022 Aug 01, 2022	SELL	$49.84 - $51.62 $554,968 - $574,788	-11,135 Reduced 19.43%	46,181 $2.33 Million
Q1 2022 Apr 18, 2022	SELL	$51.49 - $53.86 $66,473 - $69,533	-1,291 Reduced 2.2%	57,316 $2.96 Million
Q4 2021 Feb 14, 2022	BUY	$53.82 - $54.66 $3.15 Million - $3.2 Million	58,607 New	58,607 $3.16 Million

Others Institutions Holding IGSB

# of Institutions

977

Shares Held

316M

Call Options Held

Put Options Held

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Tilia Fiduciary Partners, Inc. Ishares Trust Ishares 1 5 Year Transaction History