Caldwell Trust Co's ownership history for BIV

Caldwell Trust Co currently holds 16.3K shares with a market value of $1.3M. It started holding BIV on 2019-12-31. At its peak, it held 16.3K shares on 2025-09-30. Its highest holding value was $1.3M on 2025-09-30. At its lowest, it held 1.0K shares on 2020-09-30, with a value of $94.4K on 2020-12-31. In the recent 180 days, Caldwell Trust Co has increased its shares by 6.0K. In the recent year, Caldwell Trust Co has increased its shares by 6.0K.