Creative Planning Vanguard S&P Mid Cap 400 Value Transaction History

Creative Planning

  • $101 Billion
  • Q3 2024

A detailed history of Creative Planning transactions in Vanguard S&P Mid Cap 400 Value stock. As of the latest transaction made, Creative Planning holds 10,032 shares of IVOV stock, worth $989,957. This represents 0.0% of its overall portfolio holdings.

Number of Shares
10,032
Previous 10,843 7.48%
Holding current value
$989,957
Previous $949,000 1.16%
% of portfolio
0.0%
Previous 0.0%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
SELL
$86.19 - $95.75 $69,900 - $77,653
-811 Reduced 7.48%
10,032 $960,000
Q2 2024

Aug 15, 2024
SELL
$83.94 - $90.83 $252,911 - $273,670
-3,013 Reduced 21.75%
10,843 $949,000
Q1 2024

May 10, 2024
SELL
$83.49 - $90.8 $13,692 - $14,891
-164 Reduced 1.17%
13,856 $1.26 Million
Q4 2023

Feb 14, 2024
SELL
$71.8 - $88.58 $239,381 - $295,325
-3,334 Reduced 19.21%
14,020 $1.22 Million
Q3 2023

Nov 16, 2023
BUY
$76.81 - $85.86 $250,707 - $280,247
3,264 Added 23.17%
17,354 $1.35 Million
Q2 2023

Jul 21, 2023
BUY
$74.86 - $82.32 $15,945 - $17,534
213 Added 1.53%
14,090 $1.16 Million
Q1 2023

May 15, 2023
BUY
$74.3 - $176.9 $520,397 - $1.24 Million
7,004 Added 101.91%
13,877 $1.09 Million
Q4 2022

Feb 10, 2023
SELL
$70.88 - $164.78 $38,984 - $90,629
-550 Reduced 7.41%
6,873 $1.05 Million
Q3 2022

Nov 03, 2022
SELL
$69.38 - $82.62 $4,925 - $5,866
-71 Reduced 0.95%
7,423 $1.03 Million
Q1 2022

May 16, 2022
BUY
$78.21 - $85.96 $130,376 - $143,295
1,667 Added 28.61%
7,494 $1.26 Million
Q4 2021

Feb 11, 2022
SELL
$79.95 - $87.45 $137,434 - $150,326
-1,719 Reduced 22.78%
5,827 $983,000
Q3 2021

Nov 10, 2021
BUY
$76.58 - $83.26 $114,716 - $124,723
1,498 Added 24.77%
7,546 $1.2 Million
Q2 2021

Aug 04, 2021
BUY
$78.69 - $84.35 $43,436 - $46,561
552 Added 10.04%
6,048 $979,000
Q4 2020

Jan 29, 2021
BUY
$53.08 - $67.28 $3,768 - $4,776
71 Added 1.31%
5,496 $724,000
Q3 2020

Nov 05, 2020
BUY
$49.42 - $56.38 $14,381 - $16,406
291 Added 5.67%
5,425 $569,000
Q2 2020

Jul 23, 2020
SELL
$38.82 - $58.17 $5,434 - $8,143
-140 Reduced 2.65%
5,134 $528,000
Q1 2020

May 05, 2020
BUY
$35.6 - $65.92 $1,424 - $2,636
40 Added 0.76%
5,274 $445,000
Q1 2019

Apr 24, 2019
SELL
N/A
-89 Reduced 1.67%
5,234 $628,000
Q4 2018

Feb 01, 2019
SELL
N/A
-50 Reduced 0.93%
5,323 $560,000
Q3 2018

Oct 25, 2018
BUY
N/A
50 Added 0.94%
5,373 $692,000
Q1 2018

Apr 18, 2018
BUY
N/A
100 Added 1.91%
5,323 $628,000
Q3 2017

Oct 17, 2017
BUY
N/A
5,223
5,223 $612,000

Others Institutions Holding IVOV

# of Institutions
142
Shares Held
4.46M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P MID CAP 400 VALUE

IVOV Quotes by TradingView
  • Ticker IVOV
  • Sector ETFs
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