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 3,970 shares of ITA stock, worth $615,072. This represents 2.05% of its overall portfolio holdings.

Number of Shares
3,970
Previous 2,643 50.21%
Holding current value
$615,072
Previous $280,000 79.29%
% of portfolio
2.05%
Previous 0.96%

Shares

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

Jan 24, 2024
BUY
$103.16 - $126.68 $136,893 - $168,104
1,327 Added 50.21%
3,970 $502,000
Q2 2023

Jul 24, 2023
BUY
$108.66 - $117.41 $12,495 - $13,502
115 Added 4.55%
2,643 $308,000
Q1 2023

Apr 17, 2023
BUY
$108.43 - $117.74 $274,111 - $297,646
2,528 New
2,528 $290,000
Q1 2022

Apr 27, 2022
SELL
$98.82 - $112.95 $417,712 - $477,439
-4,227 Closed
0 $0
Q4 2021

Jan 28, 2022
BUY
$95.53 - $108.96 $403,805 - $460,573
4,227 New
4,227 $434,000

Others Institutions Holding ITA

# of Institutions
722
Shares Held
18.7M
Call Options Held
315K
Put Options Held
178K
View Full List

About ISHARES TR

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