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 2,595 shares of IYY stock, worth $370,228. This represents 1.23% of its overall portfolio holdings.

Number of Shares
2,595
Previous 3,645 28.81%
Holding current value
$370,228
Previous $380,000 20.53%
% of portfolio
1.23%
Previous 1.3%

Shares

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

Jan 24, 2024
SELL
$99.95 - $116.88 $104,947 - $122,724
-1,050 Reduced 28.81%
2,595 $302,000
Q3 2023

Oct 19, 2023
SELL
$103.92 - $112.08 $57,156 - $61,644
-550 Reduced 13.11%
3,645 $380,000
Q3 2022

Nov 02, 2022
BUY
$87.7 - $105.61 $367,901 - $443,033
4,195 New
4,195 $368,000

Others Institutions Holding IYY

# of Institutions
254
Shares Held
3.49M
Call Options Held
6.6K
Put Options Held
0
View Full List

About ISHARES TR

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