J.W. Cole Advisors, Inc. Vanguard S&P Mid Cap 400 ETF Transaction History

J.W. Cole Advisors, Inc.

  • $2.33 Billion
  • Q3 2024

A detailed history of J.W. Cole Advisors, Inc. transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, J.W. Cole Advisors, Inc. holds 12,710 shares of IVOO stock, worth $1.36 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
12,710
Previous 9,875 28.71%
Holding current value
$1.36 Million
Previous $978,000 37.22%
% of portfolio
0.06%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$97.05 - $106.1 $275,136 - $300,793
2,835 Added 28.71%
12,710 $1.34 Million
Q2 2024

Aug 08, 2024
SELL
$95.6 - $102.96 $678,377 - $730,604
-7,096 Reduced 41.81%
9,875 $978,000
Q1 2024

Apr 30, 2024
BUY
$90.9 - $103.01 $1.54 Million - $1.75 Million
16,971 New
16,971 $1.75 Million

Others Institutions Holding IVOO

# of Institutions
270
Shares Held
10.4M
Call Options Held
3.5K
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 ETF

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