Forum Private Client Group LLC's ownership history for IVV

Forum Private Client Group LLC currently holds 17.1K shares with a market value of $11.7M. It started holding IVV on 2024-09-30. At its peak, it held 17.1K shares on 2025-12-31. Its highest holding value was $11.7M on 2025-12-31. At its lowest, it held 15.3K shares on 2024-09-30, with a value of $8.8M on 2024-09-30. In the recent 180 days, Forum Private Client Group LLC has increased its shares by 285. In the recent year, Forum Private Client Group LLC has increased its shares by 1.7K.