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
Q2 2022 Jul 27, 2022	SELL	$49.13 - $62.4 $256,212 - $325,416	-5,215 Closed	0 $0
Q1 2022 Apr 27, 2022	SELL	$59.26 - $81.62 $497,546 - $685,281	-8,396 Reduced 61.69%	5,215 $309,000
Q4 2021 Jan 28, 2022	BUY	$66.2 - $83.04 $901,048 - $1.13 Million	13,611 New	13,611 $1.13 Million

Others Institutions Holding ITB

# of Institutions

422

Shares Held

18.7M

Call Options Held

3.59M

Put Options Held

5.52M

Bank Of America Corp Charlotte, NC

6.76M
Shares

$710 Million
0.07% of portfolio
Goldman Sachs Group Inc New York, NY

1.39M
Shares

$146 Million
0.03% of portfolio
Morgan Stanley New York, NY

714K
Shares

$75 Million
0.01% of portfolio
Ubs Group Ag

533K
Shares

$56 Million
0.01% of portfolio
Healthcare Of Ontario Pension Plan Trust Fund Toronto, A6

496K
Shares

$52.1 Million
0.15% of portfolio

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