Wellspring Financial Advisors, LLC's ownership history for IVV

Wellspring Financial Advisors, LLC currently holds 398.3K shares with a market value of $272.8M. It started holding IVV on 2024-09-30. At its peak, it held 491.0K shares on 2025-06-30. Its highest holding value was $304.8M on 2025-06-30. At its lowest, it held 391.7K shares on 2024-09-30, with a value of $225.9M on 2024-09-30. In the recent 180 days, Wellspring Financial Advisors, LLC has decreased its shares by 92.7K. In the recent year, Wellspring Financial Advisors, LLC has decreased its shares by 89.8K.