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

Ieq Capital, LLC

$10.1 Billion
Q4 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	$75.71 - $174.3 $283,003 - $651,533	3,738 New	3,738 $611,000

Others Institutions Holding IVOO

# of Institutions

291

Shares Held

11.3M

Call Options Held

3.4K

Put Options Held

200

Bank Of America Corp Charlotte, NC

1.3M
Shares

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

1.02M
Shares

$111 Million
0.01% of portfolio
Lockheed Martin Investment Management CO Bethesda, MD

900K
Shares

$97.5 Million
3.79% of portfolio
Ubs Group Ag

746K
Shares

$80.8 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

459K
Shares

$49.7 Million
0.04% of portfolio

About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
Sector ETFs
Industry ETFs

More about IVOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ieq Capital, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ieq Capital, LLC with notifications on news.