Trifecta Capital Advisors, LLC's ownership history for IVV
Trifecta Capital Advisors, LLC currently holds 26.8K shares with a market value of $18.4M. It started holding IVV on 2024-09-30. At its peak, it held 27.6K shares on 2024-12-31. Its highest holding value was $18.4M on 2025-12-31. At its lowest, it held 26.4K shares on 2025-09-30, with a value of $15.3M on 2025-03-31. In the recent 180 days, Trifecta Capital Advisors, LLC has decreased its shares by 733. In the recent year, Trifecta Capital Advisors, LLC has decreased its shares by 854.
Trifecta Capital Advisors, LLC's ownership history for IVV