Waverly Advisors, LLC's ownership history for IVV

Waverly Advisors, LLC currently holds 1.2M shares with a market value of $816.2M. It started holding IVV on 2024-12-31. At its peak, it held 1.2M shares on 2025-12-31. Its highest holding value was $816.2M on 2025-12-31. At its lowest, it held 918.2K shares on 2024-12-31, with a value of $540.5M on 2024-12-31. In the recent 180 days, Waverly Advisors, LLC has increased its shares by 86.6K. In the recent year, Waverly Advisors, LLC has increased its shares by 273.4K.