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

Charter Oak Capital Management, LLC currently holds 2.5K shares with a market value of $209.0K. It started holding IYG on 2025-03-31. At its peak, it held 6.4K shares on 2025-03-31. Its highest holding value was $540.8K on 2025-09-30. At its lowest, it held 2.5K shares on 2026-03-31, with a value of $209.0K on 2026-03-31. In the recent 180 days, Charter Oak Capital Management, LLC has decreased its shares by 3.5K. In the recent year, Charter Oak Capital Management, LLC has decreased its shares by 3.9K.