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 |
---|---|---|---|---|---|---|---|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
186+ 18.24% |
$17.8K - $19.2K
|
1.21K
$126K
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
2.12KNew |
$203K - $219K
|
2.12K
$222K
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.56KNew |
$245K - $263K
|
2.56K
$268K
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-93- 6.77% |
$8.89K - $9.58K
|
1.28K
$134K
|
|
Jul 26, 2024
Q2 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
1.83K+ 4.85% |
$175K - $188K
|
39.5K
$4.14M
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
97+ 4850.0% |
$9.27K - $9.99K
|
99
$10.4K
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-415- 8.79% |
$39.7K - $42.7K
|
4.31K
$451K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.84K+ 5.27% |
$176K - $190K
|
36.8K
$3.85M
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
13K+ 17.08% |
$1.24M - $1.34M
|
89.2K
$9.34M
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
2.06KNew |
$197K - $212K
|
2.06K
$216K
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
735+ 10.68% |
$70.3K - $75.7K
|
7.62K
$798K
|
|
Jul 25, 2024
Q2 2024
|
Bryant Woods Investment Advisors, LLC
|
SELL
|
- |
-8.54K- 11.55% |
$816K - $879K
|
65.4K
$6.85M
|
|
Jul 25, 2024
Q2 2024
|
Eq LLC
Mercer Island, WA |
BUY
|
- |
252+ 1.35% |
$24.1K - $25.9K
|
18.9K
$1.98M
|
|
Jul 25, 2024
Q2 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-2.58K- 4.94% |
$247K - $266K
|
49.6K
$5.2M
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.32K- 2.72% |
$126K - $136K
|
47.1K
$4.93M
|
|
Jul 24, 2024
Q2 2024
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-30- 0.08% |
$2.87K - $3.09K
|
36.1K
$3.78M
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
8.01KNew |
$765K - $824K
|
8.01K
$839K
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-362- 24.85% |
$34.6K - $37.3K
|
1.1K
$115K
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-568- 8.15% |
$54.3K - $58.5K
|
6.41K
$671K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-5.86K- 69.6% |
$561K - $604K
|
2.56K
$268K
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
121+ 0.86% |
$11.6K - $12.5K
|
14.2K
$1.48M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
13.8K+ 8.39% |
$1.32M - $1.42M
|
179K
$18.7M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.02K- 2.14% |
$193K - $207K
|
92.2K
$9.65M
|
|
Jul 18, 2024
Q2 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-480- 0.74% |
$45.9K - $49.4K
|
64.3K
$6.74M
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
99+ 1.08% |
$9.46K - $10.2K
|
9.24K
$967K
|
|
Jul 17, 2024
Q2 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-56- 2.4% |
$5.35K - $5.77K
|
2.28K
$238K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-110- 3.03% |
$10.5K - $11.3K
|
3.52K
$369K
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
4.58K+ 171.03% |
$437K - $471K
|
7.25K
$759K
|
|
Jul 15, 2024
Q2 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-6- 0.23% |
$574 - $618
|
2.57K
$269K
|
|
Jul 15, 2024
Q2 2024
|
Coastline Trust CO
|
BUY
|
- |
461+ 2.31% |
$44.1K - $47.5K
|
20.4K
$2.14M
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
1.07KNew |
$102K - $110K
|
1.07K
$112K
|
|
Jul 15, 2024
Q2 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-5- 0.07% |
$478 - $515
|
7.18K
$751K
|
|
Jul 15, 2024
Q2 2024
|
Stordahl Capital Management, Inc.
|
BUY
|
- |
190+ 4.4% |
$18.2K - $19.6K
|
4.51K
$472K
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-8.32K- 54.4% |
$795K - $857K
|
6.97K
$730K
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
SELL
|
- |
-670- 22.04% |
$64.1K - $69K
|
2.37K
$248K
|
|
Jul 12, 2024
Q2 2024
|
Hfg Advisors, Inc.
|
BUY
|
- |
3+ 0.15% |
$287 - $309
|
2.03K
$213K
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
61.8K+ 632.05% |
$5.9M - $6.36M
|
71.5K
$7.49M
|
|
Jul 11, 2024
Q2 2024
|
Old National Bancorp
|
BUY
|
- |
13.3K+ 12.32% |
$1.27M - $1.37M
|
121K
$12.7M
|
|
Jul 10, 2024
Q2 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
36+ 1.45% |
$3.44K - $3.71K
|
2.51K
$263K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
BUY
|
- |
112+ 0.87% |
$10.7K - $11.5K
|
13K
$1.36M
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-162- 9.09% |
$15.5K - $16.7K
|
1.62K
$170K
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
288New |
$27.5K - $29.7K
|
288
$30.2K
|
|
Jul 08, 2024
Q2 2024
|
Benchmark Wealth Management, LLC
|
SELL
|
- |
-85- 2.85% |
$8.13K - $8.75K
|
2.9K
$304K
|
|
Jul 08, 2024
Q2 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-40- 32.79% |
$3.82K - $4.12K
|
82
$8.59K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
424New |
$40.5K - $43.7K
|
424
$44.4K
|
|
Q1 2024 | |||||||
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-17- 0.62% |
$1.55K - $1.75K
|
2.74K
$287K
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-32.9K- 2.97% |
$2.99M - $3.39M
|
1.08M
$113M
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-2.14KClosed |
$195K - $220K
|
0
$0
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-731- 21.3% |
$66.4K - $75.3K
|
2.7K
$283K
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
937New |
$85.2K - $96.5K
|
937
$98.1K
|