Vahanian & Associates Financial Planning Inc. Ishares Tr Transaction History

Vahanian & Associates Financial Planning Inc.

$24.5 Million
Q4 2023

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 Apr 17, 2023	BUY	$145.23 - $176.24 $58,818 - $71,377	405 Added 15.06%	3,095 $467,000
Q4 2022 Jan 31, 2023	BUY	$46.92 - $169.19 $126,214 - $455,121	2,690 New	2,690 $423,000
Q2 2022 Jul 27, 2022	SELL	$48.28 - $60.23 $24,140 - $30,115	-500 Reduced 25.0%	1,500 $222,000
Q1 2022 Apr 27, 2022	SELL	$55.98 - $67.65 $38,346 - $46,340	-685 Reduced 25.51%	2,000 $361,000
Q4 2021 Jan 28, 2022	BUY	$61.79 - $67.85 $165,906 - $182,177	2,685 New	2,685 $518,000

Others Institutions Holding IYG

# of Institutions

251

Shares Held

12.6M

Call Options Held

9.2K

Put Options Held

River Front Investment Group, LLC Richmond, VA

1.51M
Shares

$119 Million
2.58% of portfolio
Envestnet Asset Management Inc

1.46M
Shares

$115 Million
0.03% of portfolio
Goldman Sachs Group Inc New York, NY

1.12M
Shares

$88.6 Million
0.01% of portfolio
Morgan Stanley New York, NY

981K
Shares

$77.5 Million
0.01% of portfolio
Raymond James & Associates St Petersburg, FL

562K
Shares

$44.4 Million
0.02% of portfolio

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