Vahanian & Associates Financial Planning Inc. Ishares Core S&P 500 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 500 ETF stock. As of the latest transaction made, Vahanian & Associates Financial Planning Inc. holds 928 shares of IVV stock, worth $626,687. This represents 1.81% of its overall portfolio holdings.

Number of Shares
928
Previous 1,618 42.65%
Holding current value
$626,687
Previous $694,000 36.17%
% of portfolio
1.81%
Previous 2.37%

Shares

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

Jan 24, 2024
SELL
$412.55 - $479.0 $284,659 - $330,510
-690 Reduced 42.65%
928 $443,000
Q3 2023

Oct 19, 2023
SELL
$427.76 - $460.18 $85,552 - $92,036
-200 Reduced 11.0%
1,618 $694,000
Q2 2023

Jul 24, 2023
BUY
$406.17 - $445.71 $52,802 - $57,942
130 Added 7.7%
1,818 $810,000
Q1 2023

Apr 17, 2023
SELL
$381.13 - $418.66 $44,973 - $49,401
-118 Reduced 6.53%
1,688 $693,000
Q4 2022

Jan 31, 2023
SELL
$357.98 - $409.32 $46,537 - $53,211
-130 Reduced 6.71%
1,806 $693,000
Q3 2022

Nov 02, 2022
BUY
$358.65 - $432.04 $89,303 - $107,577
249 Added 14.76%
1,936 $694,000
Q2 2022

Jul 27, 2022
SELL
$366.99 - $458.8 $165,879 - $207,377
-452 Reduced 21.13%
1,687 $640,000
Q1 2022

Apr 27, 2022
SELL
$418.06 - $479.84 $177,257 - $203,452
-424 Reduced 16.54%
2,139 $970,000
Q4 2021

Jan 28, 2022
BUY
$430.29 - $479.53 $1.1 Million - $1.23 Million
2,563 New
2,563 $1.22 Million

Others Institutions Holding IVV

# of Institutions
4,136
Shares Held
789M
Call Options Held
3.41M
Put Options Held
2.27M
View Full List

About ISHARES CORE S&P 500 ETF

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