Forbes Financial Planning, Inc.'s ownership history for IVV

Forbes Financial Planning, Inc. currently holds 21.8K shares with a market value of $14.7M. It started holding IVV on 2024-09-30. At its peak, it held 21.8K shares on 2025-09-30. Its highest holding value was $14.7M on 2025-09-30. At its lowest, it held 13.9K shares on 2025-03-31, with a value of $7.8M on 2025-03-31. In the recent 180 days, Forbes Financial Planning, Inc. has increased its shares by 7.9K. In the recent year, Forbes Financial Planning, Inc. has increased its shares by 1.4K.