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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
485New |
$38.1K - $46K
|
485
$51.8K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
17.9K+ 116.36% |
$1.41M - $1.7M
|
33.3K
$3.56M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
3.04KNew |
$239K - $289K
|
3.04K
$325K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
12.7KNew |
$1M - $1.21M
|
12.7K
$1.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
1+ 0.01% |
$78.6 - $94.9
|
14.9K
$1.59M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-37.9K- 15.75% |
$2.98M - $3.6M
|
203K
$21.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
230New |
$18.1K - $21.8K
|
230
$24.6K
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
7.13KNew |
$561K - $677K
|
7.13K
$761K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-2.3K- 1.61% |
$181K - $219K
|
141K
$15.1M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-125- 1.21% |
$9.83K - $11.9K
|
10.2K
$1.09M
|
|
|
Jan 09, 2024
Q4 2023
|
Affiance Financial, LLC
|
SELL
|
- |
-817- 13.97% |
$64.2K - $77.5K
|
5.03K
$537K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
945+ 6.79% |
$74.3K - $89.7K
|
14.9K
$1.59M
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
12New |
$944 - $1.14K
|
12
$1.28K
|
|
| Q3 2023 | |||||||
|
Feb 14, 2024
Q3 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
518+ 4.81% |
$43.3K - $47.7K
|
11.3K
$1.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Ramirez Asset Management, Inc.
New York, NY |
BUY
|
- |
1.28KNew |
$107K - $118K
|
1.28K
$137K
|
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
2.6KNew |
$218K - $240K
|
2.6K
$278K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-335Closed |
$28K - $30.9K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
191+ 45.05% |
$16K - $17.6K
|
615
$65.6K
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
124+ 8.14% |
$10.4K - $11.4K
|
1.65K
$176K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
105KNew |
$8.81M - $9.7M
|
105K
$11.2M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2+ 0.03% |
$167 - $184
|
7.8K
$833K
|
|
|
Nov 06, 2023
Q3 2023
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
SELL
|
- |
-64K- 35.18% |
$5.35M - $5.9M
|
118K
$12.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-93- 78.15% |
$7.78K - $8.57K
|
26
$2.78K
|
|
|
Nov 06, 2023
Q3 2023
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-22.8K- 41.86% |
$1.91M - $2.1M
|
31.7K
$3.38M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
3.4KNew |
$284K - $313K
|
3.4K
$363K
|
|
|
Oct 27, 2023
Q3 2023
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
4.07KNew |
$340K - $375K
|
4.07K
$434K
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
4New |
$335 - $369
|
4
$427
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
3.23KNew |
$270K - $297K
|
3.23K
$344K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
157New |
$13.1K - $14.5K
|
157
$16.8K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-200- 49.75% |
$16.7K - $18.4K
|
202
$21.6K
|
|
| Q2 2023 | |||||||
|
Sep 21, 2023
Q2 2023
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-100- 24.04% |
$8.14K - $8.86K
|
316
$33.7K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
438New |
$35.6K - $38.8K
|
438
$46.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
2.75KNew |
$224K - $243K
|
2.75K
$293K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
605+ 220.0% |
$49.2K - $53.6K
|
880
$93.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
4.53K+ 47.65% |
$369K - $401K
|
14K
$1.5M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-920- 93.88% |
$74.9K - $81.5K
|
60
$6.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
504New |
$41K - $44.6K
|
504
$53.8K
|
|
|
Aug 09, 2023
Q2 2023
|
Endurance Wealth Management, Inc.
|
SELL
|
- |
-154- 5.02% |
$12.5K - $13.6K
|
2.91K
$311K
|
|
|
Aug 07, 2023
Q2 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
950New |
$77.3K - $84.1K
|
950
$101K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
57New |
$4.64K - $5.05K
|
57
$6.08K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
BUY
|
- |
600+ 100.0% |
$48.8K - $53.1K
|
1.2K
$128K
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
2.39KNew |
$194K - $211K
|
2.39K
$255K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-102- 9.43% |
$8.3K - $9.03K
|
980
$105K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-1.7K- 36.83% |
$138K - $151K
|
2.92K
$312K
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
60+ 1.31% |
$4.88K - $5.31K
|
4.63K
$494K
|
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-100- 50.0% |
$8.14K - $8.86K
|
100
$10.7K
|
|
| Q1 2023 | |||||||
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
18.8K+ 99.74% |
$1.51M - $3.46M
|
37.7K
$4.03M
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
182New |
$14.6K - $33.4K
|
182
$19.4K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
27+ 900.0% |
$2.17K - $4.96K
|
30
$3.2K
|
|
|
May 16, 2023
Q1 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.45K+ 100.0% |
$116K - $266K
|
2.9K
$310K
|
|