BEACON FINANCIAL PLANNING, INC's ownership history for IVV

BEACON FINANCIAL PLANNING, INC currently holds 54.6K shares with a market value of $35.6M. It started holding IVV on 2024-09-30. At its peak, it held 54.6K shares on 2026-03-31. Its highest holding value was $35.6M on 2026-03-31. At its lowest, it held 49.0K shares on 2025-12-31, with a value of $29.5M on 2025-03-31. In the recent 180 days, BEACON FINANCIAL PLANNING, INC has increased its shares by 5.1K. In the recent year, BEACON FINANCIAL PLANNING, INC has increased its shares by 2.1K.