Shepherd Financial Partners LLC's ownership history for IVV

Shepherd Financial Partners LLC currently holds 46.2K shares with a market value of $31.7M. It started holding IVV on 2024-09-30. At its peak, it held 80.7K shares on 2025-03-31. Its highest holding value was $45.3M on 2025-03-31. At its lowest, it held 25.7K shares on 2024-09-30, with a value of $14.8M on 2024-09-30. In the recent 180 days, Shepherd Financial Partners LLC has increased its shares by 1.1K. In the recent year, Shepherd Financial Partners LLC has increased its shares by 20.2K.