PHILLIPS FINANCIAL MANAGEMENT, LLC's ownership history for IVV
PHILLIPS FINANCIAL MANAGEMENT, LLC currently holds 252.6K shares with a market value of $173.0M. It started holding IVV on 2024-09-30. At its peak, it held 253.3K shares on 2025-09-30. Its highest holding value was $173.0M on 2025-12-31. At its lowest, it held 228.2K shares on 2024-09-30, with a value of $131.6M on 2024-09-30. In the recent 180 days, PHILLIPS FINANCIAL MANAGEMENT, LLC has increased its shares by 6.1K. In the recent year, PHILLIPS FINANCIAL MANAGEMENT, LLC has increased its shares by 14.2K.
PHILLIPS FINANCIAL MANAGEMENT, LLC's ownership history for IVV