Crestwood Advisors Group LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Crestwood Advisors Group LLC

  • $5.16 Billion
  • Q4 2024

A detailed history of Crestwood Advisors Group LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Crestwood Advisors Group LLC holds 3,215 shares of IVOO stock, worth $328,058. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,215
Previous 3,003 7.06%
Holding current value
$328,058
Previous $317,000 6.94%
% of portfolio
0.01%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 04, 2025
BUY
$104.52 - $115.08 $22,158 - $24,396
212 Added 7.06%
3,215 $339,000
Q2 2024

Aug 01, 2024
BUY
$95.6 - $102.96 $9,464 - $10,193
99 Added 3.41%
3,003 $297,000
Q1 2024

May 08, 2024
SELL
$90.9 - $103.01 $909 - $1,030
-10 Reduced 0.34%
2,904 $299,000
Q3 2023

Nov 15, 2023
BUY
$83.66 - $92.16 $243,785 - $268,554
2,914 New
2,914 $246,000

Others Institutions Holding IVOO

# of Institutions
294
Shares Held
11.3M
Call Options Held
3.4K
Put Options Held
200
View Full List

About VANGUARD S&P MID CAP 400 ETF

IVOO Quotes by TradingView
  • Ticker IVOO
  • Sector ETFs
  • Industry ETFs
More about IVOO
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