Iht Wealth Management, LLC Vanguard S&P Mid Cap 400 Value Transaction History

Iht Wealth Management, LLC

  • $3.44 Billion
  • Q3 2024

A detailed history of Iht Wealth Management, LLC transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Iht Wealth Management, LLC holds 3,838 shares of IVOV stock, worth $369,330. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,838
Previous 3,838 -0.0%
Holding current value
$369,330
Previous $336,000 9.23%
% of portfolio
0.01%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
BUY
$71.8 - $88.58 $3,087 - $3,808
43 Added 1.13%
3,838 $334,000
Q1 2023

May 15, 2023
BUY
$74.3 - $176.9 $141,021 - $335,756
1,898 Added 100.05%
3,795 $298,000
Q4 2022

Feb 14, 2023
SELL
$70.88 - $164.78 $2,126 - $4,943
-30 Reduced 1.56%
1,897 $291,000
Q3 2022

Nov 22, 2022
BUY
$69.38 - $82.62 $208 - $247
3 Added 0.16%
1,927 $267,000
Q2 2022

Aug 15, 2022
SELL
$70.08 - $84.23 $9,250 - $11,118
-132 Reduced 6.42%
1,924 $278,000
Q4 2021

Feb 14, 2022
BUY
$79.95 - $87.45 $3,517 - $3,847
44 Added 2.19%
2,056 $347,000
Q3 2021

Nov 15, 2021
BUY
$76.58 - $83.26 $154,078 - $167,519
2,012 New
2,012 $320,000

Others Institutions Holding IVOV

# of Institutions
138
Shares Held
4.37M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 VALUE

IVOV Quotes by TradingView
  • Ticker IVOV
  • Sector ETFs
  • Industry ETFs
More about IVOV
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