Latest Institutional Transactions on Vanguard Bd Index Fd Inc Long (BLV)
This table provides information on the latest institutional transactions involving Vanguard Bd Index Fd Inc Long (BLV) 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 |
---|---|---|---|---|---|---|---|
Aug 13, 2024
Q2 2024
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
SELL
|
- |
-77.8K- 95.77% |
$5.28M - $5.61M
|
3.44K
$241K
|
|
Aug 13, 2024
Q2 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
84+ 5.16% |
$5.7K - $6.05K
|
1.71K
$120K
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-33- 75.0% |
$2.24K - $2.38K
|
11
$770
|
|
Aug 12, 2024
Q2 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-5.45K- 58.12% |
$370K - $392K
|
3.93K
$275K
|
|
Aug 12, 2024
Q2 2024
|
Coombe, Bender & CO LLC
|
BUY
|
- |
523+ 1.48% |
$35.5K - $37.7K
|
35.7K
$2.5M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
771+ 1.27% |
$52.3K - $55.6K
|
61.7K
$4.32M
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
9+ 81.82% |
$611 - $649
|
20
$1.4K
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
3+ 0.71% |
$204 - $216
|
427
$29.9K
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
59New |
$4K - $4.25K
|
59
$4.13K
|
|
Aug 09, 2024
Q2 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
SELL
|
- |
-3.69K- 55.0% |
$250K - $266K
|
3.02K
$211K
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-5.88K- 99.31% |
$399K - $424K
|
41
$2.87K
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-85- 1.11% |
$5.77K - $6.13K
|
7.57K
$530K
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
55+ 1.93% |
$3.73K - $3.96K
|
2.9K
$203K
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-264- 62.71% |
$17.9K - $19K
|
157
$11K
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
119KNew |
$8.09M - $8.6M
|
119K
$8.35M
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-700- 12.15% |
$47.5K - $50.4K
|
5.06K
$354K
|
|
Jul 31, 2024
Q2 2024
|
Investors Research Corp
|
BUY
|
- |
7New |
$475 - $504
|
7
$490
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
56New |
$3.8K - $4.04K
|
56
$3.92K
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
2.21K+ 26.52% |
$150K - $159K
|
10.6K
$739K
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-17- 65.38% |
$1.15K - $1.23K
|
9
$630
|
|
Jul 25, 2024
Q2 2024
|
Shelter Ins Retirement Plan
|
BUY
|
- |
38KNew |
$2.58M - $2.74M
|
38K
$2.66M
|
|
Jul 25, 2024
Q2 2024
|
Peoples Financial Services Corp.
|
BUY
|
- |
125New |
$8.48K - $9.01K
|
125
$8.75K
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
SELL
|
- |
-1.46K- 27.03% |
$98.7K - $105K
|
3.93K
$275K
|
|
Jul 25, 2024
Q2 2024
|
Ackerman Capital Advisors, LLC
|
BUY
|
- |
1.34K+ 2.59% |
$91.1K - $96.7K
|
53.2K
$3.73M
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-46- 11.33% |
$3.12K - $3.31K
|
360
$25.2K
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
56New |
$3.8K - $4.04K
|
56
$3.92K
|
|
Jul 19, 2024
Q2 2024
|
First Pacific Financial
|
SELL
|
- |
-18- 41.86% |
$1.22K - $1.3K
|
25
$1.75K
|
|
Jul 19, 2024
Q2 2024
|
Rcs Financial Planning, LLC
Annapolis, MD |
SELL
|
- |
-17.6K- 75.5% |
$1.2M - $1.27M
|
5.73K
$401K
|
|
Jul 18, 2024
Q2 2024
|
Veery Capital, LLC
|
SELL
|
- |
-669- 15.57% |
$45.4K - $48.2K
|
3.63K
$254K
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
BUY
|
- |
3.09KNew |
$209K - $222K
|
3.09K
$216K
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
105New |
$7.12K - $7.57K
|
105
$7.35K
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
654New |
$44.4K - $47.1K
|
654
$45.8K
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 1.3% |
$136 - $144
|
156
$10.9K
|
|
Jul 10, 2024
Q2 2024
|
Simplicity Wealth,Llc
|
SELL
|
- |
-1.91K- 18.3% |
$130K - $138K
|
8.54K
$598K
|
|
Q1 2024 | |||||||
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
1New |
$70.6 - $74.4
|
1
$70
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
324New |
$22.9K - $24.1K
|
324
$22.7K
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-13- 6.1% |
$917 - $967
|
200
$14K
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-5- 38.46% |
$353 - $372
|
8
$560
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
1.32KNew |
$93.1K - $98.1K
|
1.32K
$92.3K
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-25- 21.93% |
$1.76K - $1.86K
|
89
$6.23K
|
|
May 14, 2024
Q1 2024
|
Estate Counselors, LLC
|
BUY
|
- |
26KNew |
$1.83M - $1.93M
|
26K
$1.82M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
32.4K+ 21.5% |
$2.28M - $2.41M
|
183K
$12.8M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
26K+ 55.28% |
$1.84M - $1.94M
|
73.1K
$5.12M
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
10.4KNew |
$731K - $771K
|
10.4K
$726K
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-20.2K- 59.29% |
$1.42M - $1.5M
|
13.9K
$970K
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
9New |
$635 - $670
|
9
$630
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
9.75KNew |
$688K - $725K
|
9.75K
$682K
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
1New |
$70.6 - $74.4
|
1
$70
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
52New |
$3.67K - $3.87K
|
52
$3.64K
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
BUY
|
- |
3.91KNew |
$276K - $291K
|
3.91K
$274K
|