Independent Advisor Alliance Vanguard Index Fds S&P 500 ETF Transaction History

Independent Advisor Alliance

$2.71 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 12, 2024	SELL	$455.1 - $504.28 $384,559 - $426,116	-845 Reduced 1.47%	56,535 $28.3 Million
Q1 2024 May 08, 2024	SELL	$429.43 - $481.35 $26.1 Million - $29.3 Million	-60,774 Reduced 51.44%	57,380 $27.6 Million
Q4 2023 Feb 08, 2024	BUY	$377.32 - $438.19 $22 Million - $25.6 Million	58,330 Added 97.5%	118,154 $51.6 Million
Q3 2023 Oct 24, 2023	BUY	$392.7 - $420.68 $2.36 Million - $2.53 Million	6,005 Added 11.16%	59,824 $23.5 Million
Q2 2023 Jul 28, 2023	BUY	$371.44 - $407.28 $1.71 Million - $1.87 Million	4,596 Added 9.34%	53,819 $21.9 Million
Q1 2023 May 12, 2023	BUY	$348.66 - $382.94 $1.29 Million - $1.41 Million	3,690 Added 8.1%	49,223 $18.5 Million
Q4 2022 Feb 13, 2023	BUY	$327.64 - $374.54 $5.24 Million - $5.99 Million	15,983 Added 54.09%	45,533 $16 Million
Q3 2022 Nov 04, 2022	BUY	$328.3 - $395.04 $1.3 Million - $1.57 Million	3,963 Added 15.49%	29,550 $9.7 Million
Q2 2022 Aug 04, 2022	BUY	$337.07 - $419.85 $8.62 Million - $10.7 Million	25,587 New	25,587 $8.88 Million
Q1 2020 May 14, 2020	SELL	$204.27 - $310.92 $6.68 Million - $10.2 Million	-32,699 Closed	0 $0
Q4 2019 Feb 07, 2020	BUY	$264.57 - $296.67 $8.65 Million - $9.7 Million	32,699 New	32,699 $9.67 Million

Others Institutions Holding VOO

# of Institutions

3,150

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

Vanguard Group Inc Valley Forge, PA

30M
Shares

$16.6 Billion
0.29% of portfolio
Jpmorgan Chase & CO New York, NY

23.9M
Shares

$13.2 Billion
1.04% of portfolio
Bank Of America Corp Charlotte, NC

23.4M
Shares

$12.9 Billion
1.04% of portfolio
Raymond James & Associates St Petersburg, FL

23.4M
Shares

$12.9 Billion
7.64% of portfolio
Morgan Stanley New York, NY

22M
Shares

$12.2 Billion
0.86% of portfolio

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

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