Consolidated Planning Corp Vanguard S&P Mid Cap 400 ETF Transaction History

Consolidated Planning Corp

$605 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$89.97 - $98.34 $3,508 - $3,835	-39 Closed	0 $0
Q3 2021 Nov 17, 2021	BUY	$86.83 - $93.77 $3,386 - $3,657	39 New	39 $7,000

Others Institutions Holding IVOO

# of Institutions

271

Shares Held

10.4M

Call Options Held

3.5K

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.24M
Shares

$141 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.01M
Shares

$115 Million
0.01% of portfolio
Lockheed Martin Investment Management CO Bethesda, MD

900K
Shares

$103 Million
4.43% of portfolio
International Assets Investment Management, LLC Orlando, FL

769K
Shares

$87.6 Million
0.02% of portfolio
Ubs Group Ag

612K
Shares

$69.7 Million
0.01% of portfolio

About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
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