Whipplewood Advisors, LLC's ownership history for IVV

Whipplewood Advisors, LLC currently holds 2.9K shares with a market value of $2.0M. It started holding IVV on 2024-12-31. At its peak, it held 3.3K shares on 2025-06-30. Its highest holding value was $2.1M on 2025-06-30. At its lowest, it held 49 shares on 2025-03-31, with a value of $1.8M on 2025-03-31. In the recent 180 days, Whipplewood Advisors, LLC has decreased its shares by 426. In the recent year, Whipplewood Advisors, LLC has decreased its shares by 391.