IBEX WEALTH ADVISORS's ownership history for TRV

IBEX WEALTH ADVISORS currently holds 2.9K shares with a market value of $806.6K. It started holding TRV on 2024-12-31. At its peak, it held 5.3K shares on 2024-12-31. Its highest holding value was $1.3M on 2024-12-31. At its lowest, it held 2.8K shares on 2025-06-30, with a value of $762.4K on 2025-06-30. In the recent 180 days, IBEX WEALTH ADVISORS has decreased its shares by 2.4K.