Gradient Capital Advisors, LLC's ownership history for IVV

Gradient Capital Advisors, LLC currently holds 52.5K shares with a market value of $35.1M. It started holding IVV on 2024-09-30. At its peak, it held 52.5K shares on 2025-09-30. Its highest holding value was $35.1M on 2025-09-30. At its lowest, it held 50.2K shares on 2024-09-30, with a value of $28.9M on 2024-09-30. In the recent 180 days, Gradient Capital Advisors, LLC has increased its shares by 866. In the recent year, Gradient Capital Advisors, LLC has increased its shares by 2.3K.