Heritage Wealth Advisors's ownership history for IVW

Heritage Wealth Advisors currently holds 60.5K shares with a market value of $7.3M. It started holding IVW on 2024-09-30. At its peak, it held 60.5K shares on 2025-09-30. Its highest holding value was $7.3M on 2025-09-30. At its lowest, it held 59.2K shares on 2025-06-30, with a value of $5.5M on 2025-03-31. In the recent 180 days, Heritage Wealth Advisors has increased its shares by 712. In the recent year, Heritage Wealth Advisors has increased its shares by 718.