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 14, 2025
Q1 2025
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.74K+ 50.03% |
$169K - $194K
|
5.23K
$549K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
134K+ 251.27% |
$13M - $15M
|
188K
$19.7M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.1K+ 41.6% |
$1.08M - $1.24M
|
37.9K
$3.97M
|
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
555+ 16.35% |
$53.8K - $61.8K
|
3.95K
$414K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-496- 3.89% |
$48K - $55.2K
|
12.3K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
10+ 0.16% |
$969 - $1.11K
|
6.45K
$677K
|
|
|
May 14, 2025
Q1 2025
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
SELL
|
- |
-76- 0.67% |
$7.36K - $8.47K
|
11.3K
$1.18M
|
|
|
May 14, 2025
Q1 2025
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
5.7K+ 126.67% |
$552K - $635K
|
10.2K
$1.07M
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
BUY
|
- |
80+ 3.42% |
$7.75K - $8.91K
|
2.42K
$254K
|
|
|
May 14, 2025
Q1 2025
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
72New |
$6.97K - $8.02K
|
72
$7.55K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
15+ 0.27% |
$1.45K - $1.67K
|
5.54K
$582K
|
|
|
May 14, 2025
Q1 2025
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
2.48K+ 11.95% |
$240K - $276K
|
23.2K
$2.44M
|
|
|
May 14, 2025
Q1 2025
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.6K+ 2.07% |
$155K - $178K
|
78.8K
$8.26M
|
|
|
May 14, 2025
Q1 2025
|
Envision Financial Planning, LLC
Memphis, TN |
BUY
|
- |
8.4KNew |
$814K - $936K
|
8.4K
$881K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-294Closed |
$28.5K - $32.7K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Hanover Advisors Inc
Seneca, SC |
BUY
|
- |
681+ 11.52% |
$66K - $75.9K
|
6.59K
$692K
|
|
|
May 14, 2025
Q1 2025
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
225+ 5.17% |
$21.8K - $25.1K
|
4.58K
$480K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
3.16K+ 124.93% |
$306K - $352K
|
5.69K
$597K
|
|
|
May 14, 2025
Q1 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-221- 6.62% |
$21.4K - $24.6K
|
3.12K
$327K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.41K- 13.18% |
$330K - $380K
|
22.4K
$2.35M
|
|
|
May 13, 2025
Q1 2025
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-77.8K- 49.8% |
$7.54M - $8.67M
|
78.5K
$8.23M
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
152New |
$14.7K - $16.9K
|
152
$15.9K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-664- 2.27% |
$64.3K - $74K
|
28.6K
$3M
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
14.4K+ 6.42% |
$1.4M - $1.61M
|
239K
$25.1M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15- 0.43% |
$1.45K - $1.67K
|
3.47K
$364K
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
57New |
$5.52K - $6.35K
|
57
$5.98K
|
|
|
May 13, 2025
Q1 2025
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
948New |
$91.8K - $106K
|
948
$99.5K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1+ 0.04% |
$96.9 - $111
|
2.66K
$279K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
392+ 0.58% |
$38K - $43.7K
|
67.5K
$7.08M
|
|
|
May 13, 2025
Q1 2025
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-3.08K- 4.9% |
$298K - $343K
|
59.7K
$6.27M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
177+ 4.69% |
$17.1K - $19.7K
|
3.95K
$415K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
109K+ 14.64% |
$10.6M - $12.2M
|
855K
$89.7M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
16.3K+ 5.59% |
$1.58M - $1.82M
|
308K
$32.3M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
497+ 80.81% |
$48.1K - $55.4K
|
1.11K
$117K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
BUY
|
- |
469New |
$45.4K - $52.2K
|
469
$49.2K
|
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-7- 2.54% |
$678 - $780
|
269
$28.2K
|
|
|
May 12, 2025
Q1 2025
|
Asset Planning Corporation
|
BUY
|
- |
1.83K+ 3.13% |
$177K - $204K
|
60.3K
$6.33M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
53.8K+ 36.51% |
$5.21M - $5.99M
|
201K
$21.1M
|
|
|
May 12, 2025
Q1 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
109K+ 40.23% |
$10.6M - $12.2M
|
381K
$39.9M
|
|
|
May 12, 2025
Q1 2025
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
33+ 3.2% |
$3.2K - $3.68K
|
1.07K
$112K
|
|
|
May 12, 2025
Q1 2025
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
4.65KNew |
$450K - $518K
|
4.65K
$488K
|
|
|
May 12, 2025
Q1 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
57+ 0.97% |
$5.52K - $6.35K
|
5.92K
$621K
|
|
|
May 12, 2025
Q1 2025
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
57KNew |
$5.52M - $6.34M
|
57K
$5.97M
|
|
|
May 12, 2025
Q1 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-150K- 16.67% |
$14.5M - $16.7M
|
750K
$78.7M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
99+ 5.02% |
$9.59K - $11K
|
2.07K
$217K
|
|
|
May 12, 2025
Q1 2025
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
34.8K+ 22.24% |
$3.37M - $3.88M
|
191K
$20.1M
|
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1+ 0.02% |
$96.9 - $111
|
6.26K
$657K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-193- 8.5% |
$18.7K - $21.5K
|
2.08K
$218K
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.36KNew |
$229K - $263K
|
2.36K
$248K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
251+ 125.5% |
$24.3K - $28K
|
451
$47.3K
|