Caldwell Trust Co's ownership history for IVV

Caldwell Trust Co currently holds 28.7K shares with a market value of $19.2M. It started holding IVV on 2019-12-31. At its peak, it held 28.7K shares on 2025-09-30. Its highest holding value was $19.2M on 2025-09-30. At its lowest, it held 5.1K shares on 2021-12-31, with a value of $1.4M on 2020-03-31. In the recent 180 days, Caldwell Trust Co has increased its shares by 1.5K. In the recent year, Caldwell Trust Co has increased its shares by 3.5K.