Clearstead Trust, LLC's ownership history for IVV

Clearstead Trust, LLC currently holds 15.5K shares with a market value of $10.4M. It started holding IVV on 2024-09-30. At its peak, it held 16.5K shares on 2025-06-30. Its highest holding value was $10.4M on 2025-09-30. At its lowest, it held 10.8K shares on 2024-09-30, with a value of $6.2M on 2024-09-30. In the recent 180 days, Clearstead Trust, LLC has decreased its shares by 831. In the recent year, Clearstead Trust, LLC has increased its shares by 4.7K.