Bernardo Wealth Planning LLC's ownership history for IVV

Bernardo Wealth Planning LLC currently holds 85.3K shares with a market value of $57.1M. It started holding IVV on 2024-09-30. At its peak, it held 85.3K shares on 2025-09-30. Its highest holding value was $57.1M on 2025-09-30. At its lowest, it held 72.7K shares on 2024-09-30, with a value of $42.6K on 2024-09-30. In the recent 180 days, Bernardo Wealth Planning LLC has increased its shares by 7.3K. In the recent year, Bernardo Wealth Planning LLC has increased its shares by 12.6K.