Latest Institutional Transactions on Vanguard Bd Index Fd Inc Inter (BIV)
This table provides information on the latest institutional transactions involving Vanguard Bd Index Fd Inc Inter (BIV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.29K- 3.29% |
$170K - $180K
|
67.3K
$5.04M
|
|
|
Dec 09, 2024
Q3 2024
|
Forthright Family Wealth Advisory LLC
Houston, TX |
SELL
|
- |
-49.7K- 90.69% |
$3.69M - $3.92M
|
5.1K
$382K
|
|
|
Dec 02, 2024
Q3 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
3.04K+ 13.52% |
$225K - $239K
|
25.5K
$1.91M
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
BUY
|
- |
23+ 0.0% |
$1.71K - $1.81K
|
998K
$74.8M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
95.8K+ 13.05% |
$7.11M - $7.55M
|
830K
$62.2M
|
|
|
Nov 25, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-8.9K- 33.77% |
$661K - $701K
|
17.5K
$1.31M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
165KNew |
$12.2M - $13M
|
165K
$12.3M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
2.31KNew |
$171K - $182K
|
2.31K
$173K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.17K- 34.22% |
$161K - $171K
|
4.16K
$312K
|
|
|
Nov 19, 2024
Q3 2024
|
Discipline Wealth Solutions, LLC
Greenville, SC |
BUY
|
- |
37.9K+ 8.97% |
$2.81M - $2.99M
|
461K
$34.5M
|
|
|
Nov 19, 2024
Q3 2024
|
Ballentine Capital Advisors, Inc
Greenville, SC |
BUY
|
- |
2.59K+ 0.84% |
$192K - $204K
|
310K
$23.2M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-7.96K- 13.28% |
$591K - $627K
|
51.9K
$3.89M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
27+ 0.69% |
$2.01K - $2.13K
|
3.93K
$294K
|
|
|
Nov 18, 2024
Q3 2024
|
Asset Allocation Strategies LLC
Farmington, MI |
BUY
|
- |
9.49KNew |
$705K - $749K
|
9.49K
$712K
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
30.9K+ 23.86% |
$2.29M - $2.44M
|
160K
$12M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-472- 11.81% |
$35.1K - $37.2K
|
3.53K
$264K
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
4.69K+ 33.32% |
$348K - $369K
|
18.7K
$1.41M
|
|
|
Nov 15, 2024
Q3 2024
|
M&T Bank Corp
|
BUY
|
- |
1.93K+ 1.4% |
$143K - $152K
|
140K
$10.5M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
9.18K+ 1.68% |
$682K - $724K
|
555K
$41.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-176- 1.56% |
$13.1K - $13.9K
|
11.1K
$832K
|
|
|
Nov 15, 2024
Q3 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-82.7K- 49.34% |
$6.14M - $6.52M
|
84.9K
$6.37M
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-1.86K- 12.34% |
$138K - $147K
|
13.2K
$990K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.3K+ 1.59% |
$96.4K - $102K
|
83K
$6.22M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
11.6K+ 5.0% |
$862K - $915K
|
244K
$18.3M
|
|
|
Nov 15, 2024
Q3 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
1.93K+ 13.71% |
$143K - $152K
|
16K
$1.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.59KNew |
$118K - $125K
|
1.59K
$119K
|
|
|
Nov 14, 2024
Q3 2024
|
Wit, LLC
District Of Columbia, DC |
BUY
|
- |
130+ 22.38% |
$9.65K - $10.2K
|
711
$53.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
77.2K+ 82.3% |
$5.73M - $6.09M
|
171K
$12.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
10.3KNew |
$766K - $813K
|
10.3K
$773K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
497New |
$36.9K - $39.2K
|
497
$37.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
8.78K+ 2.82% |
$652K - $692K
|
320K
$24M
|
|
|
Nov 14, 2024
Q3 2024
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.9K- 2.63% |
$216K - $229K
|
107K
$8.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
2.67KNew |
$198K - $210K
|
2.67K
$200K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.98KNew |
$221K - $235K
|
2.98K
$223K
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.3K+ 3.59% |
$96.3K - $102K
|
37.4K
$2.81M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
22.3K+ 6.53% |
$1.65M - $1.76M
|
363K
$27.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-557K- 31.1% |
$41.3M - $43.9M
|
1.23M
$92.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
3.72K+ 2.91% |
$277K - $294K
|
132K
$9.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Shepherd Kaplan Krochuk, LLC
Boston, MA |
BUY
|
- |
3.19KNew |
$237K - $252K
|
3.19K
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.91K+ 35.12% |
$141K - $150K
|
7.33K
$549K
|
|
|
Nov 14, 2024
Q3 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
6.85K+ 54.98% |
$509K - $540K
|
19.3K
$1.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.27M- 14.73% |
$94.7M - $100M
|
7.38M
$553M
|
|
|
Nov 14, 2024
Q3 2024
|
Jentner Corp
|
BUY
|
- |
10.8KNew |
$805K - $854K
|
10.8K
$812K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
1.29K+ 37.49% |
$96.1K - $102K
|
4.75K
$356K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
22.2K+ 6.74% |
$1.65M - $1.75M
|
352K
$26.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-1.04K- 5.73% |
$77.3K - $82.1K
|
17.1K
$1.28M
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
BUY
|
- |
18.1KNew |
$1.34M - $1.43M
|
18.1K
$1.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-992- 11.06% |
$73.7K - $78.2K
|
7.97K
$598K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-141- 3.76% |
$10.5K - $11.1K
|
3.61K
$271K
|
|
|
Nov 14, 2024
Q3 2024
|
True Wealth Financial Partners
|
BUY
|
- |
10.8K+ 9.52% |
$804K - $853K
|
124K
$9.33M
|