Charter Capital Management, LLC\DE's ownership history for IVV

Charter Capital Management, LLC\DE currently holds 1.5K shares with a market value of $1.1M. It started holding IVV on 2025-06-30. At its peak, it held 1.5K shares on 2025-12-31. Its highest holding value was $1.1M on 2025-12-31. At its lowest, it held 1.5K shares on 2025-09-30, with a value of $935.4K on 2025-06-30. In the recent 180 days, Charter Capital Management, LLC\DE has increased its shares by 41.