Forum Financial Management, LP's ownership history for IVV

Forum Financial Management, LP currently holds 9.0K shares with a market value of $6.1M. It started holding IVV on 2024-09-30. At its peak, it held 10.5K shares on 2025-03-31. Its highest holding value was $6.1M on 2025-09-30. At its lowest, it held 8.4K shares on 2024-09-30, with a value of $4.8M on 2024-09-30. In the recent 180 days, Forum Financial Management, LP has decreased its shares by 1.4K. In the recent year, Forum Financial Management, LP has increased its shares by 695.