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 $387,253. This represents 1.59% of its overall portfolio holdings.

Number of Shares
3,595
Previous 4,029 10.77%
Holding current value
$387,253
Previous $380,000 2.37%
% of portfolio
1.59%
Previous 1.3%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 24, 2024
SELL
$87.61 - $110.11 $38,022 - $47,787
-434 Reduced 10.77%
3,595 $389,000
Q3 2023

Oct 19, 2023
SELL
$92.9 - $105.16 $12,077 - $13,670
-130 Reduced 3.13%
4,029 $380,000
Q2 2023

Jul 24, 2023
SELL
$91.14 - $99.81 $395,091 - $432,676
-4,335 Reduced 51.04%
4,159 $414,000
Q1 2023

Apr 17, 2023
SELL
$92.27 - $107.68 $35,154 - $41,026
-381 Reduced 4.29%
8,494 $821,000
Q4 2022

Jan 31, 2023
SELL
$89.09 - $102.13 $5,167 - $5,923
-58 Reduced 0.65%
8,875 $839,000
Q3 2022

Nov 02, 2022
BUY
$87.04 - $106.5 $361,041 - $441,762
4,148 Added 86.69%
8,933 $779,000
Q2 2022

Jul 27, 2022
SELL
$89.03 - $109.02 $178,060 - $218,040
-2,000 Reduced 29.48%
4,785 $442,000
Q1 2022

Apr 27, 2022
SELL
$102.32 - $116.69 $1.01 Million - $1.15 Million
-9,836 Reduced 59.18%
6,785 $732,000
Q4 2021

Jan 28, 2022
BUY
$108.26 - $120.32 $1.8 Million - $2 Million
16,621 New
16,621 $1.9 Million

Others Institutions Holding IJR

# of Institutions
2,826
Shares Held
537M
Call Options Held
877K
Put Options Held
272K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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