Bogart Wealth, LLC's ownership history for IVV

Bogart Wealth, LLC currently holds 2.7K shares with a market value of $1.8M. It started holding IVV on 2024-09-30. At its peak, it held 2.7K shares on 2025-09-30. Its highest holding value was $1.8M on 2025-09-30. At its lowest, it held 2.4K shares on 2025-03-31, with a value of $1.4M on 2025-03-31. In the recent 180 days, Bogart Wealth, LLC has increased its shares by 302. In the recent year, Bogart Wealth, LLC has increased its shares by 264.