Patriot Financial Group Insurance Agency, LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2019 Aug 07, 2019	BUY	N/A	68 New	68 $9,000
Q4 2018 Feb 04, 2019	SELL	N/A	-29 Closed	0 $0
Q3 2018 Oct 30, 2018	BUY	N/A	29 New	29 $4,000
Q2 2018 Aug 14, 2018	SELL	N/A	-30 Closed	0 $0
Q4 2017 Feb 14, 2018	BUY	N/A	1 Added 3.45%	30 $4,000
Q2 2017 Aug 08, 2017	BUY	N/A	29	29 $3,000

Others Institutions Holding IVOO

# of Institutions

269

Shares Held

9.67M

Call Options Held

3.5K

Put Options Held

Bank Of America Corp Charlotte, NC

1.24M
Shares

$130 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.01M
Shares

$106 Million
0.01% of portfolio
Lockheed Martin Investment Management CO Bethesda, MD

900K
Shares

$94.4 Million
4.43% of portfolio
Ubs Group Ag

612K
Shares

$64.2 Million
0.01% of portfolio
Northwestern Mutual Wealth Management CO

420K
Shares

$44 Million
0.04% of portfolio

View Full List

About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
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