LIBERTY WEALTH MANAGEMENT LLC's ownership history for IVW


LIBERTY WEALTH MANAGEMENT LLC currently holds 259.8K shares with a market value of $32.0M. It started holding IVW on 2024-09-30. At its peak, it held 1.4M shares on 2025-03-31. Its highest holding value was $32.0M on 2025-12-31. At its lowest, it held 231.3K shares on 2024-12-31, with a value of $21.5M on 2025-03-31. In the recent 180 days, LIBERTY WEALTH MANAGEMENT LLC has increased its shares by 9.0K. In the recent year, LIBERTY WEALTH MANAGEMENT LLC has increased its shares by 28.4K.


LIBERTY WEALTH MANAGEMENT LLC's ownership history for IVW