Circle Wealth Management, LLC's ownership history for IVV

Circle Wealth Management, LLC currently holds 1.1M shares with a market value of $711.3M. It started holding IVV on 2024-09-30. At its peak, it held 1.1M shares on 2026-03-31. Its highest holding value was $711.3M on 2026-03-31. 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 331.4K. In the recent year, Circle Wealth Management, LLC has increased its shares by 354.3K.