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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Essex Savings Bank
|
BUY
|
- |
6.15KNew |
$596K - $652K
|
6.15K
$656K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14+ 0.13% |
$1.36K - $1.49K
|
10.7K
$1.14M
|
|
|
Nov 01, 2024
Q3 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
284+ 2.09% |
$27.6K - $30.1K
|
13.8K
$1.48M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
72+ 133.33% |
$6.99K - $7.64K
|
126
$13.4K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-632- 24.35% |
$61.3K - $67.1K
|
1.96K
$210K
|
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
18New |
$1.75K - $1.91K
|
18
$1.92K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.94KNew |
$188K - $206K
|
1.94K
$207K
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
2KNew |
$194K - $212K
|
2K
$213K
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-125- 1.91% |
$12.1K - $13.3K
|
6.41K
$684K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-70- 1.09% |
$6.79K - $7.43K
|
6.34K
$676K
|
|
|
Oct 30, 2024
Q3 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-15.9K- 40.12% |
$1.54M - $1.68M
|
23.7K
$2.53M
|
|
|
Oct 30, 2024
Q3 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.47K+ 57.43% |
$143K - $156K
|
4.03K
$430K
|
|
|
Oct 30, 2024
Q3 2024
|
Belvedere Trading LLC
|
BUY
|
CALL |
3.5KNew |
$340K - $371K
|
3.5K
$374K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.78K+ 3.79% |
$173K - $189K
|
48.9K
$5.22M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.3K+ 12.65% |
$1.09M - $1.2M
|
100K
$10.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Iron Financial, LLC
|
BUY
|
- |
19+ 0.35% |
$1.84K - $2.02K
|
5.45K
$582K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
6+ 0.08% |
$582 - $637
|
7.38K
$787K
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
23.3K+ 64.6% |
$2.26M - $2.47M
|
59.4K
$6.34M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-272- 8.68% |
$26.4K - $28.9K
|
2.86K
$306K
|
|
|
Oct 28, 2024
Q3 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
37+ 0.44% |
$3.59K - $3.93K
|
8.49K
$906K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-137- 3.65% |
$13.3K - $14.5K
|
3.62K
$386K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-112- 1.3% |
$10.9K - $11.9K
|
8.5K
$908K
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
4+ 0.39% |
$388 - $424
|
1.03K
$110K
|
|
|
Oct 25, 2024
Q3 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
8.68K+ 118.58% |
$842K - $921K
|
16K
$1.71M
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.38% |
$97.1 - $106
|
266
$28.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-25- 0.8% |
$2.43K - $2.65K
|
3.12K
$333K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
20+ 35.09% |
$1.94K - $2.12K
|
77
$8.22K
|
|
|
Oct 24, 2024
Q3 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-85- 0.27% |
$8.25K - $9.02K
|
31.8K
$3.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Anson Capital, Inc.
|
SELL
|
- |
-912- 7.76% |
$88.5K - $96.8K
|
10.8K
$1.16M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.84K+ 28.71% |
$275K - $301K
|
12.7K
$1.36M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.94KNew |
$188K - $206K
|
1.94K
$207K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.74KNew |
$266K - $290K
|
2.74K
$292K
|
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
2.25KNew |
$219K - $239K
|
2.25K
$240K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
31+ 0.07% |
$3.01K - $3.29K
|
44K
$4.7M
|
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-210- 1.48% |
$20.4K - $22.3K
|
14K
$1.49M
|
|
|
Oct 22, 2024
Q3 2024
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
6+ 0.26% |
$582 - $637
|
2.28K
$243K
|
|
|
Oct 22, 2024
Q3 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
768K+ 147691.73% |
$74.5M - $81.5M
|
769K
$82M
|
|
|
Oct 21, 2024
Q3 2024
|
Asset Planning Corporation
|
BUY
|
- |
1.17K+ 2.24% |
$113K - $124K
|
53.2K
$5.68M
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
2.15KNew |
$209K - $228K
|
2.15K
$230K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$97.1 - $106
|
5.11K
$546K
|
|
|
Oct 21, 2024
Q3 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-86- 0.17% |
$8.35K - $9.12K
|
49.5K
$5.29M
|
|
|
Oct 21, 2024
Q3 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
3.19KNew |
$310K - $339K
|
3.19K
$341K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-4.14K- 2.87% |
$402K - $440K
|
140K
$15M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.5K+ 7.53% |
$1.31M - $1.43M
|
192K
$20.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
612+ 0.66% |
$59.4K - $64.9K
|
92.8K
$9.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Fny Investment Advisers, LLC
|
BUY
|
- |
400New |
$38.8K - $42.4K
|
400
$42.7K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
3.21K+ 2.66% |
$312K - $341K
|
124K
$13.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-120- 4.14% |
$11.6K - $12.7K
|
2.78K
$297K
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
SELL
|
- |
-24- 0.2% |
$2.33K - $2.55K
|
12K
$1.28M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
11+ 0.36% |
$1.07K - $1.17K
|
3.07K
$328K
|