Number of Shares
552,087.00
Current Holdings Value*
$38.54 Mil
% of Portfolio
16.05%
Total Estimate Gain
$5.45 Mil
% of Total Estimate Gain
11.77%

Tiller Private Wealth, Inc.'s iShares Core MSCI Total International Stock ETF Holding Summary

As of 2025-03-31, Tiller Private Wealth, Inc. held 552,087.00 shares of iShares Core MSCI Total International Stock ETF(IXUS), totaling $38.54 Mil. This investment constitutes 16.05% of their stock portfolio, and Tiller Private Wealth, Inc. now holds 0.09% of the outstanding iShares Core MSCI Total International Stock ETF(IXUS) stock.

The initial trade took place in 2021Q2. And since then Tiller Private Wealth, Inc. has made 15 purchases of IXUS, at an average price of $66.02, for a total of 700,684.00 shares. In addition, there have been 1 sales at an average price of $60.92 for 148,597.00 shares. Based on historical transaction data and IXUS's current price of $77.26, Tiller Private Wealth, Inc.'s estimated gain on his IXUS holdings is $5.45 Mil, reflecting a 11.77% gain to date.

Tiller Private Wealth, Inc. IXUS ($77.26) Holding Chart

Tiller Private Wealth, Inc. IXUS ($77.26) 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 %

Top Ranked Articles

  • 1