Clearstead Advisors, LLC's ownership history for IVW

Clearstead Advisors, LLC currently holds 366.6K shares with a market value of $44.3M. It started holding IVW on 2024-09-30. At its peak, it held 366.6K shares on 2025-09-30. Its highest holding value was $44.3M on 2025-09-30. At its lowest, it held 360.2K shares on 2025-03-31, with a value of $33.4M on 2025-03-31. In the recent 180 days, Clearstead Advisors, LLC has increased its shares by 6.4K. In the recent year, Clearstead Advisors, LLC has increased its shares by 1.8K.