Ieq Capital, LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Ieq Capital, LLC

$6.88 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 01, 2023	BUY	$80.26 - $183.76 $300,011 - $686,894	3,738 Added 100.0%	7,476 $633,000
Q4 2022 Feb 03, 2023	BUY	$160.22 - $174.3 $598,902 - $651,533	3,738 New	3,738 $611,000

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

$109 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.08M
Shares

$105 Million
0.01% of portfolio
Lockheed Martin Investment Management CO Bethesda, MD

900K
Shares

$87.9 Million
6.46% of portfolio
Ubs Group Ag

552K
Shares

$53.9 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

353K
Shares

$34.4 Million
0.04% of portfolio

About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
Sector ETFs
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