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

3.43M

Call Options Held

27.4K

Put Options Held

2.7K

Morgan Stanley New York, NY

876K
Shares

$18.4 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

391K
Shares

$8.21 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

209K
Shares

$4.38 Million
0.0% of portfolio
Van Cleef Asset Management,Inc Beachwood, OH

177K
Shares

$3.72 Million
0.41% of portfolio
Genesee Capital Advisors, LLC

171K
Shares

$3.6 Million
1.7% of portfolio

View Full List

About ISHARES TR

Ticker IEZ
Sector ETFs
Industry ETFs

More about IEZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vahanian & Associates Financial Planning Inc., based on Form 13F filings with the SEC.

News

Stay updated on Vahanian & Associates Financial Planning Inc. with notifications on news.

Account