Ipswich Investment Management Co., Inc. Vanguard Specialized Funds Van Transaction History

Ipswich Investment Management Co., Inc.

$419 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2019 Apr 12, 2019	SELL	N/A	-1,416 Closed	0 $0
Q4 2018 Jan 15, 2019	BUY	N/A	1,416 New	1,416 $106,000

Others Institutions Holding VNQ

# of Institutions

1,825

Shares Held

242M

Call Options Held

1.22M

Put Options Held

1.53M

Creative Planning Overland Park, KS

16.2M
Shares

$1.58 Billion
1.56% of portfolio
Morgan Stanley New York, NY

12.3M
Shares

$1.21 Billion
0.09% of portfolio
Empower Advisory Group, LLC Greenwood Village, CO

11.4M
Shares

$1.12 Billion
3.77% of portfolio
Bank Of America Corp Charlotte, NC

11.4M
Shares

$1.11 Billion
0.09% of portfolio
Jpmorgan Chase & CO New York, NY

9.98M
Shares

$978 Million
0.08% of portfolio

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