Householder Group Estate & Retirement Specialist, LLC Vanguard S&P Mid Cap 400 Value Transaction History

Householder Group Estate & Retirement Specialist, LLC

$343 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 13, 2023	BUY	$74.3 - $176.9 $17,832 - $42,456	240 New	240 $19,000
Q3 2022 Oct 11, 2022	BUY	$69.38 - $82.62 $8,325 - $9,914	120 New	120 $16,000

Others Institutions Holding IVOV

# of Institutions

129

Shares Held

4.31M

Call Options Held

Put Options Held

Mariner, LLC Overland Park, KS

848K
Shares

$86.4 Million
0.15% of portfolio
Rockland Trust CO

805K
Shares

$82 Million
3.83% of portfolio
Bank Of America Corp Charlotte, NC

270K
Shares

$27.5 Million
0.0% of portfolio
Morgan Stanley New York, NY

249K
Shares

$25.4 Million
0.0% of portfolio
Octavia Wealth Advisors, LLC

177K
Shares

$18.1 Million
2.11% of portfolio

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