Plan Group Financial, LLC's ownership history for IVV

Plan Group Financial, LLC currently holds 7.7K shares with a market value of $5.3M. It started holding IVV on 2024-09-30. At its peak, it held 8.9K shares on 2025-06-30. Its highest holding value was $5.5M on 2025-06-30. At its lowest, it held 770 shares on 2024-09-30, with a value of $444.2K on 2024-09-30. In the recent 180 days, Plan Group Financial, LLC has decreased its shares by 1.2K. In the recent year, Plan Group Financial, LLC has increased its shares by 6.9K.