Charter Oak Capital Management, LLC's ownership history for IVV

Charter Oak Capital Management, LLC currently holds 485.3K shares with a market value of $317.0M. It started holding IVV on 2024-09-30. At its peak, it held 524.4K shares on 2025-06-30. Its highest holding value was $339.6M on 2025-09-30. At its lowest, it held 485.3K shares on 2026-03-31, with a value of $292.8M on 2025-03-31. In the recent 180 days, Charter Oak Capital Management, LLC has decreased its shares by 22.1K. In the recent year, Charter Oak Capital Management, LLC has decreased its shares by 35.8K.