Industrial Alliance Investment Management Inc. Vanguard Mid Cap ETF Transaction History

Industrial Alliance Investment Management Inc.

$196 Million
Q3 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 14, 2023	SELL	$206.6 - $228.23 $62,393 - $68,925	-302 Reduced 55.31%	244 $51,000
Q2 2023 Aug 14, 2023	SELL	$203.43 - $220.16 $75,472 - $81,679	-371 Reduced 40.46%	546 $120,000
Q1 2023 May 11, 2023	SELL	$200.2 - $225.98 $150,950 - $170,388	-754 Reduced 45.12%	917 $193,000
Q4 2022 Feb 14, 2023	SELL	$186.57 - $217.26 $94,590 - $110,150	-507 Reduced 23.28%	1,671 $341,000
Q3 2022 Nov 18, 2022	SELL	$187.98 - $227.42 $68,048 - $82,326	-362 Reduced 14.25%	2,178 $409,000
Q2 2022 Aug 10, 2022	BUY	$190.36 - $240.41 $153,620 - $194,010	807 Added 46.57%	2,540 $500,000
Q1 2022 May 13, 2022	BUY	$219.86 - $253.39 $353,095 - $406,944	1,606 Added 1264.57%	1,733 $412,000
Q4 2021 Feb 14, 2022	BUY	$236.98 - $261.2 $22,513 - $24,814	95 Added 296.88%	127 $32,000
Q4 2021 Feb 10, 2022	BUY	$236.98 - $261.2 $7,583 - $8,358	32 New	32 $127,000

Others Institutions Holding VO

# of Institutions

2,092

Shares Held

173M

Call Options Held

57K

Put Options Held

93.7K

Wells Fargo & Company San Francisco, CA

22.3M
Shares

$6.1 Billion
1.35% of portfolio
Bank Of America Corp Charlotte, NC

16.1M
Shares

$4.4 Billion
0.36% of portfolio
Jones Financial Companies Lllp

14.5M
Shares

$3.96 Billion
3.92% of portfolio
Creative Planning Overland Park, KS

8.18M
Shares

$2.24 Billion
2.14% of portfolio
Morgan Stanley New York, NY

7.37M
Shares

$2.02 Billion
0.14% of portfolio

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