EP Wealth Advisors, LLC's ownership history for IVW

EP Wealth Advisors, LLC currently holds 164.2K shares with a market value of $20.2M. It started holding IVW on 2024-09-30. At its peak, it held 679.5K shares on 2025-06-30. Its highest holding value was $74.8M on 2025-06-30. At its lowest, it held 115.6K shares on 2025-03-31, with a value of $10.7M on 2025-03-31. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 48.6K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 40.5K.