Caldwell Trust Co's ownership history for IVZ

Caldwell Trust Co currently holds 3.5K shares with a market value of $79.6K. It started holding IVZ on 2019-12-31. At its peak, it held 12.7K shares on 2024-03-31. Its highest holding value was $226.6K on 2023-12-31. At its lowest, it held 300 shares on 2019-12-31, with a value of $2.7K on 2020-03-31. In the recent 180 days, Caldwell Trust Co has decreased its shares by 2.2K. In the recent year, Caldwell Trust Co has decreased its shares by 4.5K.