Vahanian & Associates Financial Planning Inc. Ishares Tr Transaction History

Vahanian & Associates Financial Planning Inc.

$24.5 Million
Q4 2023

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 17, 2023	SELL	$109.94 - $110.5 $20,668 - $20,774	-188 Reduced 4.24%	4,244 $468,000
Q3 2022 Nov 02, 2022	BUY	$109.92 - $110.13 $487,165 - $488,096	4,432 New	4,432 $488,000

Others Institutions Holding SHV

# of Institutions

725

Shares Held

103M

Call Options Held

3.8K

Put Options Held

Milliman Financial Risk Management LLC Chicago, IL

18.2M
Shares

$2 Billion
31.24% of portfolio
Jpmorgan Chase & CO New York, NY

9.03M
Shares

$993 Million
0.08% of portfolio
Black Rock Inc. New York, NY

7.58M
Shares

$833 Million
0.02% of portfolio
Morgan Stanley New York, NY

6.26M
Shares

$688 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

3.71M
Shares

$408 Million
0.09% of portfolio

View Full List

About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

More about SHV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vahanian & Associates Financial Planning Inc., based on Form 13F filings with the SEC.

News

Stay updated on Vahanian & Associates Financial Planning Inc. with notifications on news.

Account