WealthPlan Investment Management, LLC's ownership history for IVV

WealthPlan Investment Management, LLC currently holds 68.9K shares with a market value of $47.2M. It started holding IVV on 2024-09-30. At its peak, it held 68.9K shares on 2025-12-31. Its highest holding value was $47.2M on 2025-12-31. At its lowest, it held 5.1K shares on 2024-09-30, with a value of $2.9M on 2024-09-30. In the recent 180 days, WealthPlan Investment Management, LLC has increased its shares by 58.6K. In the recent year, WealthPlan Investment Management, LLC has increased its shares by 63.4K.