Vahanian & Associates Financial Planning Inc. Ishares Core S&P Sm Cap ETF Transaction History
Vahanian & Associates Financial Planning Inc.
- $24.5 Million
- Q4 2023
A detailed history of Vahanian & Associates Financial Planning Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Vahanian & Associates Financial Planning Inc. holds 3,595 shares of IJR stock, worth $379,380. This represents 1.59% of its overall portfolio holdings.
Number of Shares
3,595
Previous 4,029
10.77%
Holding current value
$379,380
Previous $380,000
2.37%
% of portfolio
1.59%
Previous 1.3%
Shares
9 transactions
Others Institutions Holding IJR
# of Institutions
2,452Shares Held
481MCall Options Held
625KPut Options Held
581K-
Northwestern Mutual Wealth Management CO33.8MShares$3.56 Billion3.84% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$3.24 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.03 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA16.6MShares$1.75 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$1.37 Billion0.79% of portfolio