Vahanian & Associates Financial Planning Inc. Ishares Tr Transaction History

Vahanian & Associates Financial Planning Inc.

  • $24.5 Million
  • Q4 2023

A detailed history of Vahanian & Associates Financial Planning Inc. transactions in Ishares Tr stock. As of the latest transaction made, Vahanian & Associates Financial Planning Inc. holds 3,585 shares of IYF stock, worth $389,366. This represents 1.25% of its overall portfolio holdings.

Number of Shares
3,585
Previous 5,735 37.49%
Holding current value
$389,366
Previous $428,000 28.5%
% of portfolio
1.25%
Previous 1.46%

Shares

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

Jan 24, 2024
SELL
$70.7 - $85.68 $152,005 - $184,212
-2,150 Reduced 37.49%
3,585 $306,000
Q3 2023

Oct 19, 2023
SELL
$73.99 - $79.98 $3,403 - $3,679
-46 Reduced 0.8%
5,735 $428,000
Q2 2023

Jul 24, 2023
BUY
$68.91 - $74.74 $10,129 - $10,986
147 Added 2.61%
5,781 $431,000
Q1 2023

Apr 17, 2023
BUY
$68.23 - $82.05 $172,621 - $207,586
2,530 Added 81.51%
5,634 $400,000
Q3 2022

Nov 02, 2022
BUY
$67.55 - $79.83 $209,675 - $247,792
3,104 New
3,104 $210,000
Q2 2022

Jul 27, 2022
SELL
$67.96 - $84.37 $177,375 - $220,205
-2,610 Closed
0 $0
Q1 2022

Apr 27, 2022
SELL
$78.62 - $91.32 $540,748 - $628,098
-6,878 Reduced 72.49%
2,610 $221,000
Q4 2021

Jan 28, 2022
BUY
$83.02 - $90.24 $787,693 - $856,197
9,488 New
9,488 $823,000

Others Institutions Holding IYF

# of Institutions
409
Shares Held
18M
Call Options Held
19.7K
Put Options Held
3.9K
View Full List

About ISHARES TR

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