A detailed history of Shufro Rose & CO LLC transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Shufro Rose & CO LLC holds 9,210 shares of IVOV stock, worth $879,739. This represents 0.08% of its overall portfolio holdings.

Number of Shares
9,210
Previous 9,210 -0.0%
Holding current value
$879,739
Previous $847,000 3.78%
% of portfolio
0.08%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 08, 2025

BUY
$89.89 - $100.28 $278,659 - $310,868
3,100 Added 50.74%
9,210 $847,000
Q4 2024

Feb 25, 2025

SELL
$94.54 - $104.98 $14,181 - $15,747
-150 Reduced 2.4%
6,110 $583,000
Q1 2024

May 08, 2024

BUY
$83.49 - $90.8 $240,033 - $261,050
2,875 Added 84.93%
6,260 $568,000
Q3 2023

Oct 25, 2023

BUY
$76.81 - $85.86 $21,122 - $23,611
275 Added 8.84%
3,385 $263,000
Q2 2023

Aug 02, 2023

BUY
$74.86 - $82.32 $232,814 - $256,015
3,110 New
3,110 $256,000

Others Institutions Holding IVOV

About VANGUARD S&P MID CAP 400 VALUE


  • Ticker IVOV
  • Sector ETFs
  • Industry ETFs
More about IVOV
Track This Portfolio

Track Shufro Rose & CO LLC Portfolio

Follow Shufro Rose & CO LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shufro Rose & CO LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shufro Rose & CO LLC with notifications on news.