North Berkeley Wealth Management, LLC's ownership history for IVV

North Berkeley Wealth Management, LLC currently holds 5.8K shares with a market value of $3.9M. It started holding IVV on 2024-12-31. At its peak, it held 5.8K shares on 2025-12-31. Its highest holding value was $3.9M on 2025-12-31. At its lowest, it held 4.0K shares on 2024-12-31, with a value of $2.3M on 2024-12-31. In the recent 180 days, North Berkeley Wealth Management, LLC has increased its shares by 690. In the recent year, North Berkeley Wealth Management, LLC has increased its shares by 1.8K.