Latest Institutional Transactions on Vanguard S&P Mid Cap 400 ETF (IVOO)
This table provides information on the latest institutional transactions involving Vanguard S&P Mid Cap 400 ETF (IVOO) 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 |
---|---|---|---|---|---|---|---|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-731- 21.3% |
$66.4K - $75.3K
|
2.7K
$266K
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
148K+ 3269.28% |
$13.5M - $15.3M
|
153K
$15M
|
|
May 23, 2024
Q1 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
5.85K+ 9.92% |
$532K - $603K
|
64.8K
$6.39M
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-116- 0.82% |
$10.5K - $11.9K
|
14K
$1.38M
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
937New |
$85.2K - $96.5K
|
937
$92.3K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-475- 15.93% |
$43.2K - $48.9K
|
2.51K
$247K
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
116K+ 11.57% |
$10.5M - $11.9M
|
1.12M
$110M
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
6.39KNew |
$580K - $658K
|
6.39K
$629K
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-32.9K- 2.97% |
$2.99M - $3.39M
|
1.08M
$106M
|
|
May 15, 2024
Q1 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
49.1K+ 175.36% |
$4.46M - $5.06M
|
77.1K
$7.6M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.4K+ 3.35% |
$1.04M - $1.18M
|
353K
$34.8M
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
1.63K+ 4.16% |
$148K - $168K
|
40.8K
$4.02M
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
2.03K+ 697.25% |
$184K - $209K
|
2.32K
$229K
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
147+ 0.82% |
$13.4K - $15.1K
|
18K
$1.77M
|
|
May 15, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.6K+ 2.4% |
$327K - $371K
|
154K
$15.1M
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
503+ 1.56% |
$45.7K - $51.8K
|
32.6K
$3.22M
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-11.7K- 15.46% |
$1.06M - $1.2M
|
63.9K
$6.3M
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
149New |
$13.5K - $15.3K
|
149
$14.7K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
8.49KNew |
$772K - $874K
|
8.49K
$836K
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
40+ 0.93% |
$3.64K - $4.12K
|
4.34K
$427K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-970- 14.94% |
$88.2K - $99.9K
|
5.52K
$544K
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
15.8K+ 33.53% |
$1.44M - $1.63M
|
63K
$6.21M
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-540- 20.49% |
$49.1K - $55.6K
|
2.1K
$206K
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
615+ 2.97% |
$55.9K - $63.4K
|
21.3K
$2.1M
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-39.7K- 59.63% |
$3.61M - $4.09M
|
26.9K
$2.65M
|
|
May 14, 2024
Q1 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
564+ 32.68% |
$51.3K - $58.1K
|
2.29K
$226K
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5.49K+ 11.07% |
$499K - $566K
|
55.1K
$5.43M
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
75+ 0.99% |
$6.82K - $7.73K
|
7.67K
$756K
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2K+ 2941.18% |
$182K - $206K
|
2.07K
$204K
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
57+ 4.0% |
$5.18K - $5.87K
|
1.48K
$146K
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
580+ 17.91% |
$52.7K - $59.7K
|
3.82K
$376K
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-9.25K- 77.2% |
$841K - $953K
|
2.73K
$269K
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
71+ 2.87% |
$6.45K - $7.31K
|
2.54K
$251K
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.95KNew |
$177K - $200K
|
1.95K
$192K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
13+ 0.04% |
$1.18K - $1.34K
|
29.7K
$2.92M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-4.84K- 3.92% |
$440K - $498K
|
118K
$11.7M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-1.75K- 7.32% |
$159K - $181K
|
22.2K
$2.19M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
319+ 0.98% |
$29K - $32.9K
|
32.9K
$3.25M
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
12.9KNew |
$1.17M - $1.33M
|
12.9K
$1.27M
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-166- 1.93% |
$15.1K - $17.1K
|
8.43K
$830K
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
481+ 1002.08% |
$43.7K - $49.5K
|
529
$52.1K
|
|
May 13, 2024
Q1 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-80K- 8.16% |
$7.27M - $8.24M
|
900K
$88.7M
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
165New |
$15K - $17K
|
165
$16.3K
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
SELL
|
- |
-304K- 99.17% |
$27.6M - $31.3M
|
2.53K
$250K
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
751+ 0.3% |
$68.3K - $77.4K
|
254K
$25M
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
115K+ 26.34% |
$10.5M - $11.8M
|
552K
$54.4M
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-7.36K- 7.02% |
$669K - $758K
|
97.5K
$9.61M
|
|
May 13, 2024
Q1 2024
|
Operose Advisors LLC
Milwaukee, WI |
BUY
|
- |
11New |
$1K - $1.13K
|
11
$1.08K
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
33+ 0.56% |
$3K - $3.4K
|
5.96K
$587K
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
9.75K+ 19.26% |
$887K - $1M
|
60.4K
$5.95M
|