Vahanian & Associates Financial Planning Inc. Ishares Tr Core Intl Aggregate 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 2022 Apr 27, 2022	SELL	$51.9 - $54.31 $2.92 Million - $3.05 Million	-56,242 Closed	0 $0
Q4 2021 Jan 28, 2022	BUY	$54.48 - $55.71 $3.06 Million - $3.13 Million	56,242 New	56,242 $3.07 Million

Others Institutions Holding IAGG

# of Institutions

381

Shares Held

102M

Call Options Held

Put Options Held

Black Rock Inc. New York, NY

13.9M
Shares

$693 Million
0.02% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

13.5M
Shares

$677 Million
1.44% of portfolio
Jpmorgan Chase & CO New York, NY

12.9M
Shares

$646 Million
0.05% of portfolio
Matson Money. Inc.

8.56M
Shares

$428 Million
15.3% of portfolio
Jones Financial Companies Lllp

6.27M
Shares

$314 Million
0.33% of portfolio

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