Venturi Wealth Management, LLC's ownership history for IVW

Venturi Wealth Management, LLC currently holds 30.4K shares with a market value of $3.7M. It started holding IVW on 2024-09-30. At its peak, it held 35.1K shares on 2024-09-30. Its highest holding value was $3.7M on 2025-09-30. At its lowest, it held 27.7K shares on 2025-06-30, with a value of $2.6M on 2025-03-31. In the recent 180 days, Venturi Wealth Management, LLC has increased its shares by 2.6K. In the recent year, Venturi Wealth Management, LLC has decreased its shares by 4.7K.