Heritage Wealth Advisors's ownership history for IVV

Heritage Wealth Advisors currently holds 655.5K shares with a market value of $438.8M. It started holding IVV on 2024-09-30. At its peak, it held 664.7K shares on 2025-03-31. Its highest holding value was $438.8M on 2025-09-30. At its lowest, it held 600.6K shares on 2024-12-31, with a value of $353.5M on 2024-12-31. In the recent 180 days, Heritage Wealth Advisors has decreased its shares by 9.2K. In the recent year, Heritage Wealth Advisors has increased its shares by 19.6K.