Tilson Financial Group, Inc. Ishares S&P 500 Value ETF Transaction History

Tilson Financial Group, Inc.

$253 Million
Q1 2025

A detailed history of Tilson Financial Group, Inc. transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Tilson Financial Group, Inc. holds 18,779 shares of IVE stock, worth $3.58 Million. This represents 1.42% of its overall portfolio holdings.

Number of Shares

18,779

Previous 18,682 0.52%

Holding current value

$3.58 Million

Previous $3.57 Million 0.36%

% of portfolio

1.42%

Previous 1.46%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 29, 2025	BUY	$185.78 - $198.58 $18,020 - $19,262	97 Added 0.52%	18,779 $3.58 Million
Q4 2024 Feb 07, 2025	SELL	$189.5 - $206.17 $78,263 - $85,148	-413 Reduced 2.16%	18,682 $3.57 Million
Q3 2024 Oct 28, 2024	BUY	$181.06 - $197.17 $3.46 Million - $3.76 Million	19,095 New	19,095 $3.48 Million
Q1 2024 Apr 25, 2024	SELL	$171.09 - $186.81 $85,031 - $92,844	-497 Reduced 2.53%	19,129 $3.57 Million
Q4 2023 Jan 29, 2024	SELL	$147.64 - $174.21 $171,852 - $202,780	-1,164 Reduced 5.6%	19,626 $3.41 Million
Q3 2023 Oct 31, 2023	BUY	$153.33 - $166.75 $3.19 Million - $3.47 Million	20,790 New	20,790 $3.2 Million
Q1 2023 Apr 28, 2023	SELL	$144.21 - $159.47 $66,048 - $73,037	-458 Reduced 1.94%	23,114 $3.51 Million
Q4 2022 Feb 06, 2023	BUY	$129.68 - $151.79 $3.06 Million - $3.58 Million	23,572 New	23,572 $3.42 Million

Others Institutions Holding IVE

# of Institutions

1,696

Shares Held

160M

Call Options Held

124K

Put Options Held

51.5K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Tilson Financial Group, Inc. Ishares S&P 500 Value ETF Transaction History