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 12, 2024
Q2 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
100+ 0.9% |
$9.56K - $10.3K
|
11.2K
$1.17M
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
9.08K+ 11.4% |
$868K - $935K
|
88.7K
$9.29M
|
|
Aug 12, 2024
Q2 2024
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
9.49K+ 42.75% |
$907K - $977K
|
31.7K
$3.32M
|
|
Aug 12, 2024
Q2 2024
|
Bridges Investment Management Inc
|
BUY
|
- |
2.37KNew |
$227K - $244K
|
2.37K
$248K
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-412- 54.0% |
$39.4K - $42.4K
|
351
$36.8K
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-133- 1.15% |
$12.7K - $13.7K
|
11.5K
$1.2M
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-600- 2.94% |
$57.4K - $61.8K
|
19.8K
$2.08M
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
150New |
$14.3K - $15.4K
|
150
$15.7K
|
|
Aug 09, 2024
Q2 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-135- 1.91% |
$12.9K - $13.9K
|
6.95K
$728K
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
639+ 27.04% |
$61.1K - $65.8K
|
3K
$314K
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
SELL
|
- |
-80- 0.62% |
$7.65K - $8.24K
|
12.8K
$1.34M
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
4+ 0.07% |
$382 - $412
|
6.03K
$631K
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
251+ 1.89% |
$24K - $25.8K
|
13.6K
$1.42M
|
|
Aug 09, 2024
Q2 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
11KNew |
$1.05M - $1.13M
|
11K
$1.15M
|
|
Aug 08, 2024
Q2 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-162- 40.91% |
$15.5K - $16.7K
|
234
$24.5K
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
73+ 0.57% |
$6.98K - $7.52K
|
12.9K
$1.35M
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-21.9K- 70.55% |
$2.09M - $2.25M
|
9.14K
$957K
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
196+ 0.42% |
$18.7K - $20.2K
|
47.4K
$4.96M
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-7.1K- 41.81% |
$678K - $731K
|
9.88K
$1.03M
|
|
Aug 08, 2024
Q2 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
98+ 3.21% |
$9.37K - $10.1K
|
3.15K
$330K
|
|
Aug 08, 2024
Q2 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-60- 1.06% |
$5.74K - $6.18K
|
5.62K
$589K
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.27K+ 2.08% |
$504K - $543K
|
259K
$27.1M
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1- 0.03% |
$95.6 - $103
|
3.55K
$371K
|
|
Aug 07, 2024
Q2 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-41- 0.35% |
$3.92K - $4.22K
|
11.8K
$1.23M
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.29K+ 0.41% |
$123K - $133K
|
314K
$32.8M
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
400New |
$38.2K - $41.2K
|
400
$41.9K
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-2- 0.05% |
$191 - $206
|
3.88K
$406K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
80New |
$7.65K - $8.24K
|
80
$8.38K
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-205- 7.32% |
$19.6K - $21.1K
|
2.6K
$272K
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
119K+ 1136.46% |
$11.4M - $12.3M
|
130K
$13.6M
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-646- 1.45% |
$61.8K - $66.5K
|
44K
$4.6M
|
|
Aug 02, 2024
Q2 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-2.38K- 11.79% |
$228K - $245K
|
17.8K
$1.87M
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-2.36K- 18.08% |
$226K - $243K
|
10.7K
$1.12M
|
|
Aug 02, 2024
Q2 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
75+ 0.9% |
$7.17K - $7.72K
|
8.45K
$885K
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
99+ 3.41% |
$9.46K - $10.2K
|
3K
$315K
|
|
Aug 01, 2024
Q2 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-56- 1.33% |
$5.35K - $5.77K
|
4.15K
$435K
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
222+ 1.29% |
$21.2K - $22.9K
|
17.4K
$1.83M
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-24- 0.84% |
$2.29K - $2.47K
|
2.83K
$296K
|
|
Jul 31, 2024
Q2 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
4.03K+ 2.87% |
$385K - $415K
|
144K
$15.1M
|
|
Jul 31, 2024
Q2 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
202New |
$19.3K - $20.8K
|
202
$21.2K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.42K- 11.68% |
$136K - $146K
|
10.7K
$1.12M
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
567New |
$54.2K - $58.4K
|
567
$59.4K
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10+ 0.27% |
$956 - $1.03K
|
3.76K
$393K
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-132- 4.04% |
$12.6K - $13.6K
|
3.14K
$328K
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-224- 42.34% |
$21.4K - $23.1K
|
305
$31.9K
|
|
Jul 31, 2024
Q2 2024
|
Asset Planning Corporation
|
BUY
|
- |
3.66K+ 7.57% |
$350K - $377K
|
52K
$5.45M
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
317+ 0.32% |
$30.3K - $32.6K
|
98.4K
$10.3M
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-121- 1.38% |
$11.6K - $12.5K
|
8.62K
$902K
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
144New |
$13.8K - $14.8K
|
144
$15.1K
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
520New |
$49.7K - $53.5K
|
520
$54.5K
|