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

973

Shares Held

315M

Call Options Held

Put Options Held

View Full List

About ISHARES TRUST ISHARES 1-5 YEAR

Ticker IGSB
Sector ETFs
Industry ETFs

More about IGSB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Tilia Fiduciary Partners, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tilia Fiduciary Partners, Inc. with notifications on news.

Account

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