Latest Institutional Transactions on Vanguard S&P Mid Cap 400 ETF (IVOO)
This table provides information on the latest institutional transactions involving Vanguard S&P Mid Cap 400 ETF (IVOO) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 22, 2025
Q4 2024
|
Iron Financial, LLC
|
BUY
|
- |
38+ 0.7% |
$3.97K - $4.37K
|
5.49K
$601K
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
17.8K+ 29.98% |
$1.86M - $2.05M
|
77.2K
$8.45M
|
|
|
Jan 22, 2025
Q4 2024
|
Cherry Creek Investment Advisors, Inc.
|
SELL
|
- |
-41- 1.8% |
$4.29K - $4.72K
|
2.24K
$245K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.62K- 99.94% |
$169K - $187K
|
1
$110
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
7+ 0.14% |
$732 - $806
|
5.12K
$561K
|
|
|
Jan 21, 2025
Q4 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-5.38K- 22.75% |
$563K - $619K
|
18.3K
$2M
|
|
|
Jan 21, 2025
Q4 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
22+ 0.72% |
$2.3K - $2.53K
|
3.1K
$339K
|
|
|
Jan 21, 2025
Q4 2024
|
Bryant Woods Investment Advisors, LLC
|
BUY
|
- |
4.94K+ 6.79% |
$516K - $568K
|
77.6K
$8.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-54- 0.31% |
$5.64K - $6.21K
|
17.6K
$1.92M
|
|
|
Jan 17, 2025
Q4 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
16+ 0.62% |
$1.67K - $1.84K
|
2.6K
$284K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-3.93K- 27.25% |
$411K - $452K
|
10.5K
$1.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
5.92K+ 12.1% |
$618K - $681K
|
54.8K
$6M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
409+ 5.95% |
$42.7K - $47.1K
|
7.29K
$798K
|
|
|
Jan 17, 2025
Q4 2024
|
Edge Financial Advisors LLC
Wheaton, IL |
BUY
|
- |
114+ 0.71% |
$11.9K - $13.1K
|
16.1K
$1.76M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-22- 3.61% |
$2.3K - $2.53K
|
587
$64.3K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
5+ 0.05% |
$523 - $575
|
9.72K
$1.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.64K+ 84.33% |
$171K - $188K
|
3.58K
$392K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
854+ 21.21% |
$89.3K - $98.3K
|
4.88K
$535K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.03K+ 41.66% |
$107K - $118K
|
3.49K
$382K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
6+ 0.05% |
$627 - $690
|
11.4K
$1.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
8.47KNew |
$885K - $974K
|
8.47K
$927K
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-12- 1.07% |
$1.25K - $1.38K
|
1.11K
$121K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
928+ 25.47% |
$97K - $107K
|
4.57K
$501K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
2.26KNew |
$236K - $260K
|
2.26K
$248K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-50- 50.0% |
$5.23K - $5.75K
|
50
$5.48K
|
|
|
Jan 07, 2025
Q4 2024
|
Benchmark Wealth Management, LLC
|
BUY
|
- |
40+ 1.44% |
$4.18K - $4.6K
|
2.82K
$309K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
51K+ 57.54% |
$4.95M - $5.42M
|
140K
$15.3M
|
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
167+ 6.16% |
$16.2K - $17.7K
|
2.88K
$315K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.35K- 4.96% |
$131K - $143K
|
25.9K
$2.83M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
25.1KNew |
$2.44M - $2.67M
|
25.1K
$2.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
346+ 0.58% |
$33.6K - $36.7K
|
60.4K
$6.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
550New |
$53.4K - $58.4K
|
550
$60.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-364- 12.63% |
$35.3K - $38.6K
|
2.52K
$276K
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-179- 1.56% |
$17.4K - $19K
|
11.3K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.71K+ 25.08% |
$166K - $182K
|
8.53K
$935K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
176+ 6.48% |
$17.1K - $18.7K
|
2.89K
$317K
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-415- 8.79% |
$40.3K - $44K
|
4.31K
$472K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
492+ 175.71% |
$47.7K - $52.2K
|
772
$84.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-542- 19.33% |
$52.6K - $57.5K
|
2.26K
$248K
|
|
|
Nov 14, 2024
Q3 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-3.54K- 11.18% |
$344K - $376K
|
28.1K
$3.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
41.6K+ 7.3% |
$4.04M - $4.42M
|
612K
$67M
|
|
|
Nov 14, 2024
Q3 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-14.1K- 17.74% |
$1.37M - $1.49M
|
65.3K
$7.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
340+ 4.25% |
$33K - $36.1K
|
8.35K
$914K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
20.9K+ 43.59% |
$2.03M - $2.22M
|
68.9K
$7.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-295- 0.46% |
$28.6K - $31.3K
|
63.5K
$6.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
2.16KNew |
$209K - $229K
|
2.16K
$236K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
9.4KNew |
$912K - $997K
|
9.4K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
38.2KNew |
$3.7M - $4.05M
|
38.2K
$4.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1- 0.02% |
$97.1 - $106
|
5.52K
$605K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
4+ 0.43% |
$388 - $424
|
941
$103K
|
|