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

Blue Zone Wealth Advisors, LLC currently holds 114.3K shares with a market value of $13.8M. It started holding IVW on 2024-09-30. At its peak, it held 114.3K shares on 2025-09-30. Its highest holding value was $13.8M on 2025-09-30. At its lowest, it held 110.1K shares on 2025-06-30, with a value of $10.3M on 2025-03-31. In the recent 180 days, Blue Zone Wealth Advisors, LLC has increased its shares by 3.1K. In the recent year, Blue Zone Wealth Advisors, LLC has increased its shares by 1.3K.