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 $342,941. This represents 1.25% of its overall portfolio holdings.
Number of Shares
3,585
Previous 5,735
37.49%
Holding current value
$342,941
Previous $428,000
28.5%
% of portfolio
1.25%
Previous 1.46%
Shares
8 transactions
Others Institutions Holding IYF
# of Institutions
370Shares Held
15.8MCall Options Held
8.4KPut Options Held
12.9K-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa2.14MShares$205 Million0.1% of portfolio
-
Bank Of America Corp Charlotte, NC1.67MShares$160 Million0.02% of portfolio
-
Phoenix Holdings Ltd. Givatayim, L31.25MShares$120 Million1.73% of portfolio
-
Morgan Stanley New York, NY1.19MShares$114 Million0.01% of portfolio
-
Hsbc Holdings PLC London, X0859KShares$82.2 Million0.06% of portfolio