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 |
---|---|---|---|---|---|---|---|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-89- 27.05% |
$6.67K - $6.89K
|
240
$18.1K
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.51% |
$75 - $77.5
|
196
$14.8K
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
33New |
$2.47K - $2.56K
|
33
$2.49K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.5K- 25.99% |
$112K - $116K
|
4.27K
$323K
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-70- 50.0% |
$5.25K - $5.42K
|
70
$5.29K
|
|
Aug 01, 2023
Q2 2023
|
Shelter Mutual Insurance CO
|
BUY
|
- |
10.9KNew |
$817K - $844K
|
10.9K
$824K
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
794+ 26.05% |
$59.5K - $61.5K
|
3.84K
$290K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
280K+ 47.11% |
$21M - $21.7M
|
875K
$66.1M
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
4.09KNew |
$306K - $317K
|
4.09K
$309K
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-236- 18.58% |
$17.7K - $18.3K
|
1.03K
$78.2K
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-180- 4.36% |
$13.5K - $13.9K
|
3.95K
$299K
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
5.2KNew |
$390K - $403K
|
5.2K
$393K
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
125KNew |
$9.37M - $9.69M
|
125K
$9.45M
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-130- 2.78% |
$9.74K - $10.1K
|
4.55K
$344K
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
SELL
|
- |
-1.35K- 32.25% |
$101K - $104K
|
2.83K
$214K
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-154- 86.52% |
$11.5K - $11.9K
|
24
$1.81K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.44K+ 1.64% |
$108K - $112K
|
89.2K
$6.74M
|
|
Jul 21, 2023
Q2 2023
|
Insight Folios Inc
|
SELL
|
- |
-111- 3.7% |
$8.32K - $8.6K
|
2.89K
$218K
|
|
Jul 20, 2023
Q2 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2.68KNew |
$201K - $207K
|
2.68K
$202K
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1+ 0.04% |
$75 - $77.5
|
2.76K
$209K
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.08K- 15.47% |
$81.2K - $83.9K
|
5.92K
$447K
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-250- 22.03% |
$18.7K - $19.4K
|
885
$66.9K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.14KNew |
$85.1K - $87.9K
|
1.14K
$85.8K
|
|
Jul 17, 2023
Q2 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
981New |
$73.5K - $76K
|
981
$74.2K
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-519- 11.97% |
$38.9K - $40.2K
|
3.82K
$288K
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
SELL
|
- |
-391- 8.88% |
$29.3K - $30.3K
|
4.01K
$303K
|
|
Jul 11, 2023
Q2 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
9.75KNew |
$731K - $755K
|
9.75K
$737K
|
|
Q1 2023 | |||||||
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-5.61KClosed |
$413K - $434K
|
0
$0
|
|
May 30, 2023
Q1 2023
|
Fullen Financial Group
|
BUY
|
- |
12.4K+ 4.7% |
$909K - $956K
|
275K
$20.8M
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
4.44KNew |
$327K - $343K
|
4.44K
$336K
|
|
May 17, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-25.5K- 98.7% |
$1.88M - $1.97M
|
337
$25.5K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-5.76K- 44.19% |
$424K - $445K
|
7.28K
$550K
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
33+ 0.22% |
$2.43K - $2.55K
|
14.8K
$1.12M
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
763New |
$56.1K - $59K
|
763
$57.7K
|
|
May 15, 2023
Q1 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-5.94KClosed |
$437K - $459K
|
0
$0
|
|
May 15, 2023
Q1 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
229New |
$16.8K - $17.7K
|
229
$17.3K
|
|
May 12, 2023
Q1 2023
|
Sbb Research Group LLC
|
BUY
|
- |
4.7KNew |
$345K - $363K
|
4.7K
$355K
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
SELL
|
- |
-5.26K- 64.33% |
$387K - $407K
|
2.92K
$221K
|
|
May 12, 2023
Q1 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-185- 89.37% |
$13.6K - $14.3K
|
22
$1.66K
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
63+ 0.36% |
$4.63K - $4.87K
|
17.4K
$1.31M
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
175New |
$12.9K - $13.5K
|
175
$13.2K
|
|
May 11, 2023
Q1 2023
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
4.34KNew |
$319K - $335K
|
4.34K
$328K
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
349New |
$25.7K - $27K
|
349
$26.4K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
143New |
$10.5K - $11.1K
|
143
$10.8K
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
6+ 0.22% |
$441 - $464
|
2.72K
$205K
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-257- 7.91% |
$18.9K - $19.9K
|
2.99K
$226K
|
|
May 09, 2023
Q1 2023
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-99.5KClosed |
$7.32M - $7.69M
|
0
$0
|
|
May 05, 2023
Q1 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.76KNew |
$203K - $213K
|
2.76K
$208K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
2.02KNew |
$148K - $156K
|
2.02K
$153K
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-2.1K- 63.64% |
$154K - $162K
|
1.2K
$90.7K
|