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 |
---|---|---|---|---|---|---|---|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
SELL
|
- |
-516- 91.65% |
$36.4K - $39.6K
|
47
$3.57K
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-1K- 8.0% |
$70.5K - $76.7K
|
11.5K
$874K
|
|
Jan 29, 2024
Q4 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
4.13KNew |
$291K - $317K
|
4.13K
$314K
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
58New |
$4.09K - $4.45K
|
58
$4.41K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
19.5K+ 208.76% |
$1.37M - $1.49M
|
28.8K
$2.18M
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-5- 1.53% |
$352 - $384
|
321
$24.4K
|
|
Jan 29, 2024
Q4 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1+ 1.23% |
$70.5 - $76.7
|
82
$6.23K
|
|
Jan 26, 2024
Q4 2023
|
Private Wealth Group, LLC
|
SELL
|
- |
-5.58K- 12.41% |
$393K - $428K
|
39.4K
$2.99M
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
4KNew |
$282K - $307K
|
4K
$304K
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
BUY
|
- |
290New |
$20.4K - $22.3K
|
290
$22K
|
|
Jan 25, 2024
Q4 2023
|
Madrona Financial Services, LLC
|
SELL
|
- |
-26.6KClosed |
$1.87M - $2.04M
|
0
$0
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-350- 10.63% |
$24.7K - $26.9K
|
2.94K
$223K
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1+ 0.46% |
$70.5 - $76.7
|
217
$16.5K
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-156- 46.99% |
$11K - $12K
|
176
$13.4K
|
|
Jan 23, 2024
Q4 2023
|
Db Fitzpatrick & Co, Inc
|
BUY
|
- |
4.4KNew |
$310K - $337K
|
4.4K
$334K
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-2.16K- 16.22% |
$152K - $166K
|
11.2K
$848K
|
|
Jan 22, 2024
Q4 2023
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
5.32KNew |
$375K - $408K
|
5.32K
$404K
|
|
Jan 19, 2024
Q4 2023
|
Synergy Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-661- 8.02% |
$46.6K - $50.7K
|
7.58K
$575K
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
3.71KNew |
$262K - $285K
|
3.71K
$282K
|
|
Jan 18, 2024
Q4 2023
|
Trinity Wealth Management, LLC
|
BUY
|
- |
2.68KNew |
$189K - $206K
|
2.68K
$204K
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-625- 18.08% |
$44.1K - $48K
|
2.83K
$215K
|
|
Jan 17, 2024
Q4 2023
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-661- 2.07% |
$46.6K - $50.7K
|
31.2K
$2.37M
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
33New |
$2.33K - $2.53K
|
33
$2.51K
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-405- 6.46% |
$28.5K - $31.1K
|
5.86K
$445K
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-59- 71.08% |
$4.16K - $4.53K
|
24
$1.82K
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
741+ 15.5% |
$52.2K - $56.9K
|
5.52K
$419K
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
232New |
$16.4K - $17.8K
|
232
$17.6K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-186K- 43.87% |
$13.1M - $14.3M
|
238K
$18M
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
16.3K+ 42.63% |
$1.15M - $1.25M
|
54.7K
$4.15M
|
|
Jan 11, 2024
Q4 2023
|
Atwater Malick LLC
|
BUY
|
- |
3.35KNew |
$236K - $257K
|
3.35K
$254K
|
|
Jan 11, 2024
Q4 2023
|
Hall Laurie J Trustee
|
BUY
|
- |
2.68KNew |
$189K - $205K
|
2.68K
$203K
|
|
Jan 10, 2024
Q4 2023
|
Dakota Community Bank & Trust Na
Hebron, ND |
BUY
|
- |
1.25KNew |
$87.8K - $95.5K
|
1.25K
$94.6K
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
62.5KNew |
$4.41M - $4.8M
|
62.5K
$4.75M
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
283New |
$19.9K - $21.7K
|
283
$21.5K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-18.2K- 78.25% |
$1.28M - $1.4M
|
5.06K
$384K
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
SELL
|
- |
-1.14K- 19.43% |
$80.6K - $87.8K
|
4.74K
$360K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
60+ 3.93% |
$4.23K - $4.6K
|
1.59K
$120K
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
85.5KNew |
$6.02M - $6.56M
|
85.5K
$6.49M
|
|
Jan 05, 2024
Q4 2023
|
Wiser Wealth Management, Inc
|
BUY
|
- |
10.8K+ 7.21% |
$761K - $828K
|
160K
$12.2M
|
|
Q3 2023 | |||||||
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-3.81KClosed |
$275K - $288K
|
0
$0
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.35K+ 132.19% |
$97.1K - $102K
|
2.37K
$180K
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
954New |
$68.8K - $72.2K
|
954
$72.5K
|
|
Nov 14, 2023
Q3 2023
|
360 Financial, Inc.
|
BUY
|
- |
30KNew |
$2.16M - $2.27M
|
30K
$2.28M
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
4.6KNew |
$332K - $348K
|
4.6K
$349K
|
|
Nov 14, 2023
Q3 2023
|
Klk Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-2.44K- 2.99% |
$176K - $184K
|
79K
$6M
|
|
Nov 14, 2023
Q3 2023
|
New England Asset Management Inc
Farmington, CT |
BUY
|
- |
75New |
$5.41K - $5.68K
|
75
$5.7K
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
462KNew |
$33.3M - $35M
|
462K
$35.1M
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-2.92K- 3.65% |
$211K - $221K
|
77.1K
$5.86M
|
|
Nov 14, 2023
Q3 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
988New |
$71.2K - $74.8K
|
988
$75K
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
5.5KNew |
$397K - $416K
|
5.5K
$418K
|