Daner Wealth Management, LLC's ownership history for IVV

Daner Wealth Management, LLC currently holds 8.3K shares with a market value of $5.5M. It started holding IVV on 2024-12-31. At its peak, it held 8.5K shares on 2024-12-31. Its highest holding value was $5.5M on 2025-09-30. At its lowest, it held 8.3K shares on 2025-06-30, with a value of $5.2M on 2024-12-31. In the recent 180 days, Daner Wealth Management, LLC has decreased its shares by 233.