Vahanian & Associates Financial Planning Inc. Ishares Tr Tips Bd ETF Transaction History

Vahanian & Associates Financial Planning Inc.

$24.5 Million
Q4 2023

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 27, 2022	SELL	$113.44 - $123.09 $231,077 - $250,734	-2,037 Closed	0 $0
Q1 2022 Apr 27, 2022	SELL	$122.95 - $129.16 $701,183 - $736,599	-5,703 Reduced 73.68%	2,037 $254,000
Q4 2021 Jan 28, 2022	BUY	$127.7 - $130.86 $988,398 - $1.01 Million	7,740 New	7,740 $1 Million

Others Institutions Holding TIP

# of Institutions

1,115

Shares Held

117M

Call Options Held

435K

Put Options Held

167K

Black Rock Inc. New York, NY

34.6M
Shares

$3.71 Billion
0.09% of portfolio
Bank Of America Corp Charlotte, NC

12M
Shares

$1.28 Billion
0.12% of portfolio
Morgan Stanley New York, NY

4.66M
Shares

$500 Million
0.04% of portfolio
Jpmorgan Chase & CO New York, NY

3.71M
Shares

$398 Million
0.04% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.51M
Shares

$377 Million
0.09% of portfolio

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