Klingman & Associates, LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Klingman & Associates, LLC

  • $1.8 Billion
  • Q2 2025

A detailed history of Klingman & Associates, LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Klingman & Associates, LLC holds 14,807 shares of IVOO stock, worth $1.65 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
14,807
Previous 14,886 0.53%
Holding current value
$1.65 Million
Previous $1.47 Million 5.79%
% of portfolio
0.09%
Previous 0.09%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
SELL
$86.58 - $104.98 $6,839 - $8,293
-79 Reduced 0.53%
14,807 $1.55 Million
Q4 2024

Jan 31, 2025
SELL
$104.52 - $115.08 $1,358 - $1,496
-13 Reduced 0.09%
14,886 $1.57 Million
Q4 2023

Jan 29, 2024
BUY
$78.64 - $94.88 $78 - $94
1 Added 0.01%
14,899 $1.4 Million
Q3 2023

Oct 30, 2023
BUY
$83.66 - $92.16 $83 - $92
1 Added 0.01%
14,898 $1.26 Million
Q1 2023

May 03, 2023
BUY
$80.26 - $183.76 $597,776 - $1.37 Million
7,448 Added 99.99%
14,897 $1.26 Million
Q4 2022

Feb 03, 2023
SELL
$75.71 - $174.3 $984 - $2,265
-13 Reduced 0.17%
7,449 $1.22 Million
Q2 2022

Jul 27, 2022
BUY
$74.48 - $91.47 $1,564 - $1,920
21 Added 0.28%
7,462 $1.14 Million
Q1 2021

Apr 29, 2021
SELL
$76.54 - $90.63 $10,715 - $12,688
-140 Reduced 1.85%
7,441 $1.31 Million
Q3 2020

Nov 03, 2020
BUY
$59.03 - $66.5 $826 - $931
14 Added 0.19%
7,581 $952,000
Q2 2020

Aug 04, 2020
SELL
$45.16 - $65.83 $21,541 - $31,400
-477 Reduced 5.93%
7,567 $910,000
Q1 2020

Apr 29, 2020
BUY
$40.9 - $71.08 $13,987 - $24,309
342 Added 4.44%
8,044 $783,000
Q4 2019

Jan 29, 2020
BUY
$62.78 - $69.63 $362,366 - $401,904
5,772 Added 299.07%
7,702 $1.07 Million
Q2 2019

Sep 27, 2019
BUY
N/A
1,930 New
1,930 $253,000
Q2 2019

Jul 24, 2019
SELL
N/A
-1,930 Closed
0 $0
Q4 2018

Jan 28, 2019
BUY
N/A
1,930 New
1,930 $216,000

Others Institutions Holding IVOO

# of Institutions
305
Shares Held
13.6M
Call Options Held
3K
Put Options Held
100
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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