Venturi Wealth Management, LLC's ownership history for IVV

Venturi Wealth Management, LLC currently holds 15.8K shares with a market value of $10.8M. It started holding IVV on 2024-09-30. At its peak, it held 18.6K shares on 2024-09-30. Its highest holding value was $11.2M on 2025-09-30. At its lowest, it held 13.6K shares on 2025-06-30, with a value of $7.8M on 2025-03-31. In the recent 180 days, Venturi Wealth Management, LLC has increased its shares by 2.2K. In the recent year, Venturi Wealth Management, LLC has decreased its shares by 2.8K.