EP Wealth Advisors, LLC's ownership history for IVV

EP Wealth Advisors, LLC currently holds 383.0K shares with a market value of $250.2M. It started holding IVV on 2024-09-30. At its peak, it held 383.0K shares on 2026-03-31. Its highest holding value was $250.2M on 2026-03-31. At its lowest, it held 86.0K shares on 2024-12-31, with a value of $49.2M on 2025-03-31. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 204.2K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 296.9K.