Joel Isaacson & Co., LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Joel Isaacson & Co., LLC

$2.07 Billion
Q3 2024

A detailed history of Joel Isaacson & Co., LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Joel Isaacson & Co., LLC holds 2,253 shares of IVOO stock, worth $256,796. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,253

Holding current value

$256,796

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 23, 2024	BUY	$97.05 - $106.1 $218,653 - $239,043	2,253 New	2,253 $237,000

Others Institutions Holding IVOO

# of Institutions

271

Shares Held

10.4M

Call Options Held

3.5K

Put Options Held

Bank Of America Corp Charlotte, NC

1.24M
Shares

$141 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.01M
Shares

$115 Million
0.01% of portfolio
Lockheed Martin Investment Management CO Bethesda, MD

900K
Shares

$103 Million
4.43% of portfolio
International Assets Investment Management, LLC Orlando, FL

769K
Shares

$87.6 Million
0.02% of portfolio
Ubs Group Ag

612K
Shares

$69.7 Million
0.01% of portfolio

View Full List

About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
Sector ETFs
Industry ETFs

More about IVOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Joel Isaacson & Co., LLC, based on Form 13F filings with the SEC.

News

Stay updated on Joel Isaacson & Co., LLC with notifications on news.

Account

Joel Isaacson & Co., LLC Vanguard S&P Mid Cap 400 ETF Transaction History