Circle Wealth Management, LLC's ownership history for IVV

Circle Wealth Management, LLC currently holds 757.5K shares with a market value of $507.0M. It started holding IVV on 2024-09-30. At its peak, it held 757.5K shares on 2025-09-30. Its highest holding value was $507.0M on 2025-09-30. At its lowest, it held 654.6K shares on 2024-09-30, with a value of $377.6M on 2024-09-30. In the recent 180 days, Circle Wealth Management, LLC has increased its shares by 22.9K. In the recent year, Circle Wealth Management, LLC has increased its shares by 102.9K.