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 |
---|---|---|---|---|---|---|---|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
12KNew |
$1.15M - $1.24M
|
12K
$1.27M
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-518- 0.34% |
$49.5K - $53.3K
|
152K
$16M
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
363+ 1.46% |
$34.7K - $37.4K
|
25.3K
$2.67M
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-351- 14.01% |
$33.6K - $36.1K
|
2.16K
$227K
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
SELL
|
- |
-1.79K- 41.3% |
$171K - $184K
|
2.55K
$269K
|
|
Aug 15, 2024
Q2 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-3.93K- 4.72% |
$376K - $405K
|
79.4K
$8.37M
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
3.11K+ 33.32% |
$297K - $320K
|
12.4K
$1.31M
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
708+ 2.6% |
$67.7K - $72.9K
|
28K
$2.95M
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.4K+ 4.38% |
$1.48M - $1.59M
|
368K
$38.8M
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
646+ 31.24% |
$61.8K - $66.5K
|
2.71K
$286K
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
300New |
$28.7K - $30.9K
|
300
$31.6K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.26KNew |
$216K - $233K
|
2.26K
$238K
|
|
Aug 14, 2024
Q2 2024
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-900- 12.36% |
$86K - $92.7K
|
6.38K
$673K
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-100- 3.44% |
$9.56K - $10.3K
|
2.8K
$296K
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-76- 5.13% |
$7.27K - $7.82K
|
1.41K
$148K
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-125- 2.73% |
$12K - $12.9K
|
4.45K
$469K
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-22.7K- 84.42% |
$2.17M - $2.33M
|
4.19K
$442K
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
48KNew |
$4.58M - $4.94M
|
48K
$5.06M
|
|
Aug 14, 2024
Q2 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.82K- 5.98% |
$365K - $394K
|
60.1K
$6.34M
|
|
Aug 14, 2024
Q2 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.76KNew |
$359K - $387K
|
3.76K
$396K
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
836+ 2.56% |
$79.9K - $86.1K
|
33.5K
$3.53M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.15K+ 2.7% |
$397K - $427K
|
158K
$16.6M
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
339+ 13.33% |
$32.4K - $34.9K
|
2.88K
$304K
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-5.74K- 17.42% |
$549K - $591K
|
27.2K
$2.87M
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
732+ 4.07% |
$70K - $75.4K
|
18.7K
$1.98M
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
59.2K+ 5.3% |
$5.66M - $6.1M
|
1.18M
$124M
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-3.21K- 3.29% |
$306K - $330K
|
94.3K
$9.94M
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
630+ 26.75% |
$60.2K - $64.9K
|
2.99K
$315K
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
3.39K+ 5.61% |
$324K - $349K
|
63.8K
$6.73M
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
226New |
$21.6K - $23.3K
|
226
$23.8K
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-3.26K- 23.38% |
$312K - $336K
|
10.7K
$1.13M
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-1- 1.82% |
$95.6 - $103
|
54
$5.7K
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-18- 0.23% |
$1.72K - $1.85K
|
7.65K
$807K
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-27.9K- 25.68% |
$2.67M - $2.87M
|
80.7K
$8.51M
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
6.82KNew |
$652K - $702K
|
6.82K
$720K
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-29.4K- 14.44% |
$2.81M - $3.03M
|
174K
$18.4M
|
|
Aug 13, 2024
Q2 2024
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
20K+ 25.94% |
$1.91M - $2.06M
|
97.1K
$10.2M
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
762+ 27.9% |
$72.8K - $78.5K
|
3.49K
$368K
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
BUY
|
- |
18.5K+ 3.36% |
$1.77M - $1.91M
|
570K
$60.1M
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.39K- 3.41% |
$133K - $143K
|
39.4K
$4.15M
|
|
Aug 13, 2024
Q2 2024
|
Vanguard Group Inc
Valley Forge, PA |
SELL
|
- |
-67- 0.51% |
$6.41K - $6.9K
|
13K
$1.37M
|
|
Aug 13, 2024
Q2 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-408- 0.74% |
$39K - $42K
|
54.7K
$5.77M
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
146+ 3.08% |
$14K - $15K
|
4.88K
$515K
|
|
Aug 13, 2024
Q2 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-15- 0.25% |
$1.43K - $1.54K
|
5.94K
$627K
|
|
Aug 12, 2024
Q2 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-11.2K- 5.76% |
$1.07M - $1.16M
|
184K
$19.4M
|
|
Aug 12, 2024
Q2 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
400+ 0.63% |
$38.2K - $41.2K
|
63.4K
$6.69M
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-60- 19.61% |
$5.74K - $6.18K
|
246
$25.9K
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
24.2K+ 11.55% |
$2.31M - $2.49M
|
234K
$24.6M
|
|
Aug 12, 2024
Q2 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
112+ 0.87% |
$10.7K - $11.5K
|
13K
$1.37M
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
BUY
|
- |
221+ 1.77% |
$21.1K - $22.8K
|
12.7K
$1.34M
|