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 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.98KNew |
$180K - $204K
|
1.98K
$207K
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
1.97KNew |
$179K - $203K
|
1.97K
$206K
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-41- 0.8% |
$3.73K - $4.22K
|
5.11K
$535K
|
|
Apr 02, 2024
Q1 2024
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
2.1KNew |
$191K - $216K
|
2.1K
$220K
|
|
Q4 2023 | |||||||
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
BUY
|
- |
289+ 0.91% |
$22.7K - $27.4K
|
31.9K
$3.34M
|
|
May 07, 2024
Q4 2023
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.17KNew |
$170K - $206K
|
2.17K
$227K
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
22New |
$1.73K - $2.09K
|
22
$2.3K
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
88New |
$6.92K - $8.35K
|
88
$9.22K
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
BUY
|
- |
199+ 3.1% |
$15.6K - $18.9K
|
6.62K
$694K
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
255New |
$20.1K - $24.2K
|
255
$26.7K
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.2K+ 114.25% |
$804K - $970K
|
19.2K
$2.01M
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
8New |
$629 - $759
|
8
$838
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
1.88KNew |
$148K - $178K
|
1.88K
$197K
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-117- 13.36% |
$9.2K - $11.1K
|
759
$79.5K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.39KNew |
$109K - $132K
|
1.39K
$145K
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
485New |
$38.1K - $46K
|
485
$50.8K
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
17.9K+ 116.36% |
$1.41M - $1.7M
|
33.3K
$3.49M
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.04KNew |
$239K - $289K
|
3.04K
$319K
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-37.9K- 15.75% |
$2.98M - $3.6M
|
203K
$21.2M
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
230New |
$18.1K - $21.8K
|
230
$24.1K
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
12.7KNew |
$1M - $1.21M
|
12.7K
$1.33M
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
1+ 0.01% |
$78.6 - $94.9
|
14.9K
$1.56M
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
41+ 256.25% |
$3.22K - $3.89K
|
57
$5.97K
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-67- 19.31% |
$5.27K - $6.36K
|
280
$29.3K
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
7.13KNew |
$561K - $677K
|
7.13K
$747K
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-2.3K- 1.61% |
$181K - $219K
|
141K
$14.8M
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-125- 1.21% |
$9.83K - $11.9K
|
10.2K
$1.07M
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-817- 13.97% |
$64.2K - $77.5K
|
5.03K
$527K
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
945+ 6.79% |
$74.3K - $89.7K
|
14.9K
$1.56M
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
12New |
$944 - $1.14K
|
12
$1.26K
|
|
Q3 2023 | |||||||
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
518+ 4.81% |
$43.3K - $47.7K
|
11.3K
$1.18M
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.28KNew |
$107K - $118K
|
1.28K
$134K
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.6KNew |
$218K - $240K
|
2.6K
$272K
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
124+ 8.14% |
$10.4K - $11.4K
|
1.65K
$173K
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
191+ 45.05% |
$16K - $17.6K
|
615
$64.4K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-335Closed |
$28K - $30.9K
|
0
$0
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
105KNew |
$8.81M - $9.7M
|
105K
$11M
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2+ 0.03% |
$167 - $184
|
7.8K
$817K
|
|
Nov 06, 2023
Q3 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-22.8K- 41.86% |
$1.91M - $2.1M
|
31.7K
$3.32M
|
|
Nov 06, 2023
Q3 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-64K- 35.18% |
$5.35M - $5.9M
|
118K
$12.4M
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-93- 78.15% |
$7.78K - $8.57K
|
26
$2.72K
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.4KNew |
$284K - $313K
|
3.4K
$356K
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4.07KNew |
$340K - $375K
|
4.07K
$426K
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
4New |
$335 - $369
|
4
$419
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.23KNew |
$270K - $297K
|
3.23K
$338K
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
157New |
$13.1K - $14.5K
|
157
$16.4K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.06K- 81.76% |
$173K - $190K
|
460
$48.2K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-200- 49.75% |
$16.7K - $18.4K
|
202
$21.2K
|
|
Q2 2023 | |||||||
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-100- 24.04% |
$8.14K - $8.86K
|
316
$33.1K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
438New |
$35.6K - $38.8K
|
438
$45.9K
|