Vahanian & Associates Financial Planning Inc. Ishares Tr Transaction History

Vahanian & Associates Financial Planning Inc.

$24.5 Million
Q4 2023

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 17, 2023	SELL	$17.87 - $23.07 $105,701 - $136,459	-5,915 Reduced 34.56%	11,200 $216,000
Q4 2022 Jan 31, 2023	BUY	$15.41 - $21.93 $22,344 - $31,798	1,450 Added 9.26%	17,115 $362,000
Q3 2022 Nov 02, 2022	BUY	$13.6 - $17.49 $213,044 - $273,980	15,665 New	15,665 $226,000

Others Institutions Holding IEZ

# of Institutions

Shares Held

2.91M

Call Options Held

49.1K

Put Options Held

10.4K

Morgan Stanley New York, NY

650K
Shares

$11.6 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

204K
Shares

$3.64 Million
0.0% of portfolio
Commonwealth Equity Services, LLC

185K
Shares

$3.3 Million
0.0% of portfolio
Van Cleef Asset Management,Inc Beachwood, OH

163K
Shares

$2.91 Million
0.31% of portfolio
Amica Mutual Insurance CO

138K
Shares

$2.47 Million
0.23% of portfolio

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