Strategic Wealth Partners Group LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Strategic Wealth Partners Group LLC

$851 Million
Q1 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2018 Nov 14, 2018	SELL	N/A	-946 Closed	0 $0
Q2 2018 Aug 16, 2018	SELL	N/A	-396 Reduced 29.51%	946 $0
Q1 2018 May 15, 2018	BUY	N/A	1,342 New	1,342 $170 Million

Others Institutions Holding IVOO

# of Institutions

257

Shares Held

9.97M

Call Options Held

3.5K

Put Options Held

0

Bank Of America Corp Charlotte, NC

1.18M
Shares

$125 Million
0.01% of portfolio
Morgan Stanley New York, NY

985K
Shares

$105 Million
0.01% of portfolio
Lockheed Martin Investment Management CO Bethesda, MD

900K
Shares

$95.6 Million
5.16% of portfolio
International Assets Investment Management, LLC Orlando, FL

769K
Shares

$81.7 Million
0.02% of portfolio
Ubs Group Ag

570K
Shares

$60.6 Million
0.01% of portfolio

About VANGUARD S&P MID CAP 400 ETF

Ticker IVOO
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