Waterford Advisors, LLC's ownership history for IVV

Waterford Advisors, LLC currently holds 89.1K shares with a market value of $61.0M. It started holding IVV on 2024-12-31. At its peak, it held 91.4K shares on 2025-09-30. Its highest holding value was $61.2M on 2025-09-30. At its lowest, it held 3.2K shares on 2025-06-30, with a value of $48.4M on 2025-03-31. In the recent 180 days, Waterford Advisors, LLC has increased its shares by 85.9K. In the recent year, Waterford Advisors, LLC has increased its shares by 3.0K.