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 |
---|---|---|---|---|---|---|---|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
4+ 0.05% |
$364 - $412
|
7.37K
$722K
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-130- 12.35% |
$11.8K - $13.4K
|
923
$90.4K
|
|
Apr 17, 2024
Q1 2024
|
Kathleen S. Wright Associates Inc.
|
BUY
|
- |
5+ 0.15% |
$455 - $515
|
3.28K
$322K
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
620New |
$56.4K - $63.9K
|
620
$60.7K
|
|
Apr 17, 2024
Q1 2024
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-474- 6.19% |
$43.1K - $48.8K
|
7.18K
$703K
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
9.77KNew |
$888K - $1.01M
|
9.77K
$957K
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.97KNew |
$179K - $203K
|
1.97K
$193K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.98KNew |
$180K - $204K
|
1.98K
$194K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-41- 0.8% |
$3.73K - $4.22K
|
5.11K
$501K
|
|
Apr 15, 2024
Q1 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
384+ 38.83% |
$34.9K - $39.6K
|
1.37K
$134K
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-17- 0.1% |
$1.55K - $1.75K
|
17.2K
$1.69M
|
|
Apr 15, 2024
Q1 2024
|
Old National Bancorp
|
BUY
|
- |
5.73K+ 5.62% |
$521K - $590K
|
108K
$10.5M
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-100- 3.88% |
$9.09K - $10.3K
|
2.48K
$242K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.3K+ 172.41% |
$209K - $237K
|
3.63K
$356K
|
|
Apr 08, 2024
Q1 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
58+ 1.98% |
$5.27K - $5.97K
|
2.98K
$292K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-182- 9.27% |
$16.5K - $18.7K
|
1.78K
$175K
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.1KNew |
$191K - $216K
|
2.1K
$206K
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
122New |
$11.1K - $12.6K
|
122
$11.9K
|
|
Q4 2023 | |||||||
May 23, 2024
Q4 2023
|
Hanover Advisors Inc
Seneca, SC |
SELL
|
- |
-1K- 13.74% |
$78.6K - $94.9K
|
6.28K
$615K
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.17KNew |
$170K - $206K
|
2.17K
$212K
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
22New |
$1.73K - $2.09K
|
22
$2.15K
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
88New |
$6.92K - $8.35K
|
88
$8.62K
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
199+ 3.1% |
$15.6K - $18.9K
|
6.62K
$648K
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.14K+ 6.99% |
$168K - $203K
|
32.8K
$3.21M
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
4.04K+ 86.18% |
$318K - $383K
|
8.73K
$855K
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-1.92K- 29.53% |
$151K - $182K
|
4.57K
$448K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
255New |
$20.1K - $24.2K
|
255
$25K
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.2K+ 114.25% |
$804K - $970K
|
19.2K
$1.88M
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
8New |
$629 - $759
|
8
$783
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-401- 12.13% |
$31.5K - $38K
|
2.9K
$284K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.88KNew |
$148K - $178K
|
1.88K
$184K
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
297New |
$23.4K - $28.2K
|
297
$29.1K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.39KNew |
$109K - $132K
|
1.39K
$136K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-117- 13.36% |
$9.2K - $11.1K
|
759
$74.3K
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
334+ 2.96% |
$26.3K - $31.7K
|
11.6K
$1.14M
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
485New |
$38.1K - $46K
|
485
$47.5K
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
17.9K+ 116.36% |
$1.41M - $1.7M
|
33.3K
$3.26M
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.04KNew |
$239K - $289K
|
3.04K
$298K
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-37.9K- 15.75% |
$2.98M - $3.6M
|
203K
$19.9M
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
230New |
$18.1K - $21.8K
|
230
$22.5K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
12.7KNew |
$1M - $1.21M
|
12.7K
$1.25M
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
1+ 0.01% |
$78.6 - $94.9
|
14.9K
$1.46M
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
41+ 256.25% |
$3.22K - $3.89K
|
57
$5.58K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-67- 19.31% |
$5.27K - $6.36K
|
280
$27.4K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
7.13KNew |
$561K - $677K
|
7.13K
$699K
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-2.3K- 1.61% |
$181K - $219K
|
141K
$13.8M
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
48.9KNew |
$3.84M - $4.64M
|
48.9K
$4.79M
|
|
Jan 11, 2024
Q4 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
3.04KNew |
$239K - $288K
|
3.04K
$298K
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-125- 1.21% |
$9.83K - $11.9K
|
10.2K
$1M
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.25K- 55.07% |
$98.3K - $119K
|
1.02K
$99.9K
|