Avantra Family Wealth, Inc.'s ownership history for IVV

Avantra Family Wealth, Inc. currently holds 2.3K shares with a market value of $1.5M. It started holding IVV on 2024-12-31. At its peak, it held 2.5K shares on 2024-12-31. Its highest holding value was $1.6M on 2025-12-31. At its lowest, it held 2.3K shares on 2025-09-30, with a value of $1.3M on 2025-03-31. In the recent 180 days, Avantra Family Wealth, Inc. has increased its shares by 10. In the recent year, Avantra Family Wealth, Inc. has decreased its shares by 193.