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 |
|---|---|---|---|---|---|---|---|
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
51K+ 57.54% |
$4.95M - $5.42M
|
140K
$14.9M
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
8.86KNew |
$860K - $940K
|
8.86K
$946K
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-61K- 26.13% |
$5.92M - $6.48M
|
172K
$18.4M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
167+ 6.16% |
$16.2K - $17.7K
|
2.88K
$307K
|
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
2.49K+ 3.87% |
$242K - $264K
|
66.8K
$7.13M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.35K- 4.96% |
$131K - $143K
|
25.9K
$2.76M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
25.1KNew |
$2.44M - $2.67M
|
25.1K
$2.68M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
346+ 0.58% |
$33.6K - $36.7K
|
60.4K
$6.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
550New |
$53.4K - $58.4K
|
550
$58.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-364- 12.63% |
$35.3K - $38.6K
|
2.52K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-179- 1.56% |
$17.4K - $19K
|
11.3K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.71K+ 25.08% |
$166K - $182K
|
8.53K
$911K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
23.3K+ 2.36% |
$2.26M - $2.47M
|
1.01M
$108M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-415- 8.79% |
$40.3K - $44K
|
4.31K
$460K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
492+ 175.71% |
$47.7K - $52.2K
|
772
$82.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-542- 19.33% |
$52.6K - $57.5K
|
2.26K
$241K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.54K- 11.18% |
$344K - $376K
|
28.1K
$3M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
41.6K+ 7.3% |
$4.04M - $4.42M
|
612K
$65.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-14.1K- 17.74% |
$1.37M - $1.49M
|
65.3K
$6.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
340+ 4.25% |
$33K - $36.1K
|
8.35K
$891K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
20.9K+ 43.59% |
$2.03M - $2.22M
|
68.9K
$7.35M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-295- 0.46% |
$28.6K - $31.3K
|
63.5K
$6.78M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
176+ 6.48% |
$17.1K - $18.7K
|
2.89K
$308K
|
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
2.16KNew |
$209K - $229K
|
2.16K
$230K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.4KNew |
$912K - $997K
|
9.4K
$1M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
38.2KNew |
$3.7M - $4.05M
|
38.2K
$4.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1- 0.02% |
$97.1 - $106
|
5.52K
$589K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
4+ 0.43% |
$388 - $424
|
941
$100K
|
|
|
Nov 14, 2024
Q3 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.44KNew |
$333K - $364K
|
3.44K
$367K
|
|
|
Nov 14, 2024
Q3 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
783+ 2.34% |
$76K - $83.1K
|
34.3K
$3.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
94+ 1.47% |
$9.12K - $9.97K
|
6.47K
$691K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
62K+ 5.27% |
$6.02M - $6.58M
|
1.24M
$132M
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-186- 7.31% |
$18.1K - $19.7K
|
2.36K
$252K
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.25K+ 2.06% |
$315K - $345K
|
161K
$17.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-8.39K- 67.38% |
$814K - $890K
|
4.06K
$433K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.03K- 1.27% |
$99.6K - $109K
|
79.7K
$8.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.4K+ 8.26% |
$1.4M - $1.53M
|
189K
$20.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.04K+ 10.9% |
$198K - $217K
|
20.8K
$2.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
14+ 0.24% |
$1.36K - $1.49K
|
5.95K
$636K
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.26K+ 22.42% |
$122K - $134K
|
6.88K
$734K
|
|
|
Nov 13, 2024
Q3 2024
|
Vanguard Group Inc
Valley Forge, PA |
BUY
|
- |
195+ 1.5% |
$18.9K - $20.7K
|
13.2K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.73K+ 2117.05% |
$265K - $290K
|
2.86K
$305K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
725+ 2.87% |
$70.4K - $76.9K
|
26K
$2.78M
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
60+ 25.64% |
$5.82K - $6.37K
|
294
$31.4K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-336- 8.03% |
$32.6K - $35.6K
|
3.85K
$411K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.1K- 7.88% |
$301K - $329K
|
36.3K
$3.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Amundi
Paris, I0 |
SELL
|
- |
-100- 52.63% |
$9.71K - $10.6K
|
90
$9.61K
|
|
|
Nov 13, 2024
Q3 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.21KNew |
$312K - $341K
|
3.21K
$343K
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
368+ 10.54% |
$35.7K - $39K
|
3.86K
$412K
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
2.48K+ 2.52% |
$240K - $263K
|
101K
$10.8M
|