Broadview Financial Management, LLC's ownership history for IVW

Broadview Financial Management, LLC currently holds 89.0K shares with a market value of $11.0M. It started holding IVW on 2024-09-30. At its peak, it held 107.6K shares on 2024-09-30. Its highest holding value was $11.0M on 2025-12-31. At its lowest, it held 89.0K shares on 2025-12-31, with a value of $9.8M on 2025-03-31. In the recent 180 days, Broadview Financial Management, LLC has decreased its shares by 6.0K. In the recent year, Broadview Financial Management, LLC has decreased its shares by 17.0K.