Blue Zone Wealth Advisors, LLC's ownership history for IVV

Blue Zone Wealth Advisors, LLC currently holds 590 shares with a market value of $394.9K. It started holding IVV on 2024-09-30. At its peak, it held 590 shares on 2025-09-30. Its highest holding value was $394.9K on 2025-09-30. At its lowest, it held 486 shares on 2025-03-31, with a value of $273.1K on 2025-03-31. In the recent 180 days, Blue Zone Wealth Advisors, LLC has increased its shares by 104. In the recent year, Blue Zone Wealth Advisors, LLC has increased its shares by 34.