Concord Wealth Partners's ownership history for IVV

Concord Wealth Partners currently holds 1.1K shares with a market value of $743.4K. It started holding IVV on 2024-09-30. At its peak, it held 1.2K shares on 2024-09-30. Its highest holding value was $743.4K on 2025-09-30. At its lowest, it held 1.1K shares on 2025-03-31, with a value of $610.1K on 2025-03-31. In the recent 180 days, Concord Wealth Partners has increased its shares by 25. In the recent year, Concord Wealth Partners has decreased its shares by 95.