BWM Planning, LLC's ownership history for IVV

BWM Planning, LLC currently holds 15.9K shares with a market value of $10.9M. It started holding IVV on 2024-09-30. At its peak, it held 19.4K shares on 2024-09-30. Its highest holding value was $11.2M on 2024-09-30. At its lowest, it held 15.9K shares on 2025-12-31, with a value of $9.1M on 2025-03-31. In the recent 180 days, BWM Planning, LLC has decreased its shares by 260. In the recent year, BWM Planning, LLC has decreased its shares by 1.7K.