Financial Advocates Investment Management Vanguard S&P Mid Cap 400 ETF Transaction History

Financial Advocates Investment Management

$1.72 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 14, 2019	BUY	N/A	1 Added 1.47%	69 $0
Q3 2018 Nov 14, 2018	BUY	N/A	68 New	68 $0

Others Institutions Holding IVOO

# of Institutions

247

Shares Held

8.95M

Call Options Held

5.6K

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.12M
Shares

$110 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.08M
Shares

$106 Million
0.01% of portfolio
Lockheed Martin Investment Management CO Bethesda, MD

900K
Shares

$88.9 Million
6.46% of portfolio
Ubs Group Ag

552K
Shares

$54.5 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

353K
Shares

$34.8 Million
0.04% of portfolio

About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
Sector ETFs
Industry ETFs

More about IVOO

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