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 19,095 shares of IVE stock, worth $3.83 Million. This represents 1.73% of its overall portfolio holdings.

Number of Shares
19,095
Holding current value
$3.83 Million
% of portfolio
1.73%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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