ProVise Management Group, LLC's ownership history for IWY

ProVise Management Group, LLC currently holds 128.8K shares with a market value of $35.7M. It started holding IWY on 2024-09-30. At its peak, it held 131.3K shares on 2025-03-31. Its highest holding value was $35.7M on 2025-09-30. At its lowest, it held 125.8K shares on 2024-09-30, with a value of $27.7M on 2024-09-30. In the recent 180 days, ProVise Management Group, LLC has decreased its shares by 2.0K. In the recent year, ProVise Management Group, LLC has increased its shares by 2.1K.