Institute for Wealth Management, LLC.'s ownership history for IVV

Institute for Wealth Management, LLC. currently holds 2.6K shares with a market value of $1.8M. It started holding IVV on 2024-09-30. At its peak, it held 4.0K shares on 2024-09-30. Its highest holding value was $2.3M on 2024-09-30. At its lowest, it held 2.6K shares on 2025-06-30, with a value of $1.6M on 2025-06-30. In the recent 180 days, Institute for Wealth Management, LLC. has increased its shares by 40. In the recent year, Institute for Wealth Management, LLC. has decreased its shares by 922.