Caldwell Trust Co's ownership history for IBB

Caldwell Trust Co currently holds 1.4K shares with a market value of $197.5K. It started holding IBB on 2019-12-31. At its peak, it held 2.6K shares on 2020-09-30. Its highest holding value was $389.0K on 2021-06-30. At its lowest, it held 1.4K shares on 2025-06-30, with a value of $173.1K on 2025-06-30. In the recent 180 days, Caldwell Trust Co has decreased its shares by 100. In the recent year, Caldwell Trust Co has decreased its shares by 325.