INSTRUMENTAL WEALTH, LLC's ownership history for IVV

INSTRUMENTAL WEALTH, LLC currently holds 14.7K shares with a market value of $10.1M. It started holding IVV on 2024-09-30. At its peak, it held 14.7K shares on 2025-09-30. Its highest holding value was $10.1M on 2025-09-30. At its lowest, it held 13.2K shares on 2024-09-30, with a value of $7.8M on 2024-09-30. In the recent 180 days, INSTRUMENTAL WEALTH, LLC has increased its shares by 530. In the recent year, INSTRUMENTAL WEALTH, LLC has increased its shares by 1.5K.