Aspen Wealth Strategies, LLC's ownership history for IVV

Aspen Wealth Strategies, LLC currently holds 30.9K shares with a market value of $20.2M. It started holding IVV on 2024-09-30. At its peak, it held 33.8K shares on 2025-09-30. Its highest holding value was $22.6M on 2025-09-30. At its lowest, it held 29.9K shares on 2025-12-31, with a value of $17.8M on 2025-03-31. In the recent 180 days, Aspen Wealth Strategies, LLC has decreased its shares by 2.9K. In the recent year, Aspen Wealth Strategies, LLC has decreased its shares by 798.