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 |
---|---|---|---|---|---|---|---|
Oct 10, 2023
Q3 2023
|
Eisner Amper Wealth Management Corporate Benefits, LLC
Iselin, NJ |
SELL
|
- |
-44.3K- 93.63% |
$3.19M - $3.35M
|
3.01K
$232K
|
|
Q2 2023 | |||||||
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-63.1K- 89.02% |
$4.73M - $4.89M
|
7.78K
$599K
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-268Closed |
$20.1K - $20.8K
|
0
$0
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-390- 86.67% |
$29.2K - $30.2K
|
60
$4.61K
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-60- 90.91% |
$4.5K - $4.65K
|
6
$461
|
|
Aug 15, 2023
Q2 2023
|
Staley Capital Advisers Inc
|
BUY
|
- |
214+ 3.01% |
$16K - $16.6K
|
7.33K
$564K
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
SELL
|
- |
-8.22K- 43.5% |
$616K - $637K
|
10.7K
$821K
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
11K+ 115.54% |
$825K - $853K
|
20.5K
$1.58M
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
219K+ 157.73% |
$16.4M - $17M
|
358K
$27.5M
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.09K- 76.82% |
$156K - $162K
|
629
$48.4K
|
|
Aug 14, 2023
Q2 2023
|
Redwood Financial Network Corp
|
SELL
|
- |
-772- 21.46% |
$57.9K - $59.8K
|
2.83K
$217K
|
|
Aug 11, 2023
Q2 2023
|
Insight Wealth Partners, LLC
|
SELL
|
- |
-2.83K- 15.83% |
$212K - $219K
|
15.1K
$1.16M
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
4.79K+ 13.72% |
$359K - $371K
|
39.7K
$3.06M
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
7+ 0.82% |
$525 - $542
|
859
$66K
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-222- 1.65% |
$16.6K - $17.2K
|
13.2K
$1.02M
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
2.51KNew |
$188K - $194K
|
2.51K
$193K
|
|
Aug 10, 2023
Q2 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-20- 0.15% |
$1.5K - $1.55K
|
13.1K
$1M
|
|
Aug 10, 2023
Q2 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.59KNew |
$269K - $278K
|
3.59K
$276K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
13New |
$974 - $1.01K
|
13
$1K
|
|
Aug 09, 2023
Q2 2023
|
Provident Investment Management, Inc.
Novi, MI |
BUY
|
- |
2.94KNew |
$220K - $227K
|
2.94K
$226K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
1.03K+ 3.43% |
$77.5K - $80.1K
|
31.2K
$2.4M
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
BUY
|
- |
882New |
$66.1K - $68.3K
|
882
$67.8K
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
676+ 25.57% |
$50.7K - $52.4K
|
3.32K
$255K
|
|
Aug 08, 2023
Q2 2023
|
3 D/L Capital Management, LLC
|
SELL
|
- |
-2.37K- 38.63% |
$178K - $183K
|
3.76K
$289K
|
|
Aug 07, 2023
Q2 2023
|
Bradley Mark J.
|
SELL
|
- |
-8.9K- 55.43% |
$667K - $690K
|
7.16K
$550K
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
5.71KNew |
$428K - $443K
|
5.71K
$439K
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
29.7KNew |
$2.23M - $2.3M
|
29.7K
$2.28M
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
SELL
|
- |
-89- 27.05% |
$6.67K - $6.89K
|
240
$18.5K
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1+ 0.51% |
$75 - $77.5
|
196
$15.1K
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
33New |
$2.47K - $2.56K
|
33
$2.54K
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.5K- 25.99% |
$112K - $116K
|
4.27K
$328K
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-70- 50.0% |
$5.25K - $5.42K
|
70
$5.38K
|
|
Aug 01, 2023
Q2 2023
|
Shelter Mutual Insurance CO
|
BUY
|
- |
10.9KNew |
$817K - $844K
|
10.9K
$838K
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
794+ 26.05% |
$59.5K - $61.5K
|
3.84K
$295K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
280K+ 47.11% |
$21M - $21.7M
|
875K
$67.3M
|
|
Jul 28, 2023
Q2 2023
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
4.09KNew |
$306K - $317K
|
4.09K
$314K
|
|
Jul 28, 2023
Q2 2023
|
Oakworth Capital, Inc.
|
SELL
|
- |
-236- 18.58% |
$17.7K - $18.3K
|
1.03K
$79.5K
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
SELL
|
- |
-180- 4.36% |
$13.5K - $13.9K
|
3.95K
$304K
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
BUY
|
- |
5.2KNew |
$390K - $403K
|
5.2K
$400K
|
|
Jul 27, 2023
Q2 2023
|
Carlsbad Wealth Advisory Group, Inc.
Carlsbad, CA |
BUY
|
- |
125KNew |
$9.37M - $9.69M
|
125K
$9.61M
|
|
Jul 26, 2023
Q2 2023
|
Cypress Capital Group
|
SELL
|
- |
-130- 2.78% |
$9.74K - $10.1K
|
4.55K
$350K
|
|
Jul 26, 2023
Q2 2023
|
Everett Harris & CO
|
SELL
|
- |
-1.35K- 32.25% |
$101K - $104K
|
2.83K
$217K
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-154- 86.52% |
$11.5K - $11.9K
|
24
$1.85K
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
1.44K+ 1.64% |
$108K - $112K
|
89.2K
$6.86M
|
|
Jul 21, 2023
Q2 2023
|
Insight Folios Inc
|
SELL
|
- |
-111- 3.7% |
$8.32K - $8.6K
|
2.89K
$222K
|
|
Jul 20, 2023
Q2 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
2.68KNew |
$201K - $207K
|
2.68K
$206K
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
1+ 0.04% |
$75 - $77.5
|
2.76K
$212K
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-1.08K- 15.47% |
$81.2K - $83.9K
|
5.92K
$455K
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-250- 22.03% |
$18.7K - $19.4K
|
885
$68K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.14KNew |
$85.1K - $87.9K
|
1.14K
$87.3K
|