TILIA FIDUCIARY PARTNERS, INC. IVE Holdings History
TILIA FIDUCIARY PARTNERS, INC.'s iShares S&P 500 Value ETF Holding Summary
As of 2025-06-30, TILIA FIDUCIARY PARTNERS, INC. held - shares of iShares S&P 500 Value ETF(IVE), totaling N/A. This investment constitutes 0% of their stock portfolio, and TILIA FIDUCIARY PARTNERS, INC. now holds 0% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2021Q4. And since then TILIA FIDUCIARY PARTNERS, INC. has made 2 purchases of IVE, at an average price of $181.66, for a total of 1,825.00 shares. In addition, there have been 3 sales at an average price of $177.44 for 1,825.00 shares. Based on historical transaction data and IVE's current price of $198.88, TILIA FIDUCIARY PARTNERS, INC.'s estimated gain on his IVE holdings is $-7,694.33, reflecting a -2.32% gain to date.
TILIA FIDUCIARY PARTNERS, INC. IVE ($198.88) Holding Chart
TILIA FIDUCIARY PARTNERS, INC. IVE ($198.88) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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