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

1,091

Shares Held

107M

Call Options Held

312K

Put Options Held

185K

Black Rock Inc. New York, NY

35.6M
Shares

$3.83 Billion
0.09% of portfolio
Bank Of America Corp Charlotte, NC

11.2M
Shares

$1.21 Billion
0.11% of portfolio
Morgan Stanley New York, NY

4.39M
Shares

$472 Million
0.04% of portfolio
Jpmorgan Chase & CO New York, NY

2.88M
Shares

$310 Million
0.03% of portfolio
Rock Creek Group, LP

2.75M
Shares

$296 Million
27.11% of portfolio

View Full List

About ISHARES TR TIPS BD ETF

Ticker TIP
Sector ETFs
Industry ETFs

More about TIP

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