Riverpoint Wealth Management Holdings, LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Riverpoint Wealth Management Holdings, LLC

$360 Million
Q2 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2021 Aug 10, 2021	BUY	$88.32 - $93.52 $10,598 - $11,222	120 Added 2.75%	4,490 $817,000
Q1 2021 May 04, 2021	BUY	$76.54 - $90.63 $16,685 - $19,757	218 Added 5.25%	4,370 $771,000
Q4 2020 Feb 23, 2021	BUY	$63.55 - $78.08 $36,032 - $44,271	567 Added 15.82%	4,152 $646,000
Q3 2020 Nov 10, 2020	BUY	$59.03 - $66.5 $76,207 - $85,851	1,291 Added 56.28%	3,585 $450,000
Q2 2020 Aug 03, 2020	BUY	$45.16 - $65.83 $2,574 - $3,752	57 Added 2.55%	2,294 $276,000
Q1 2020 May 11, 2020	BUY	$40.9 - $71.08 $12,433 - $21,608	304 Added 15.73%	2,237 $218,000
Q4 2019 Feb 18, 2020	BUY	$62.78 - $69.63 $16,385 - $18,173	261 Added 15.61%	1,933 $269,000
Q3 2019 Oct 30, 2019	BUY	$64.81 - $66.58 $7,517 - $7,723	116 Added 7.46%	1,672 $218,000
Q2 2019 Aug 12, 2019	BUY	N/A	1,556 New	1,556 $204,000

Others Institutions Holding IVOO

# of Institutions

252

Shares Held

9.12M

Call Options Held

Put Options Held

Bank Of America Corp Charlotte, NC

1.18M
Shares

$124 Million
0.01% of portfolio
Morgan Stanley New York, NY

985K
Shares

$104 Million
0.01% of portfolio
Lockheed Martin Investment Management CO Bethesda, MD

900K
Shares

$94.9 Million
5.16% of portfolio
Ubs Group Ag

570K
Shares

$60.1 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

368K
Shares

$38.8 Million
0.04% of portfolio

View Full List

About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
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