Intergy Private Wealth, LLC's ownership history for IVV

Intergy Private Wealth, LLC currently holds 2.1K shares with a market value of $1.4M. It started holding IVV on 2024-09-30. At its peak, it held 2.4K shares on 2024-12-31. Its highest holding value was $1.4M on 2025-09-30. At its lowest, it held 2.1K shares on 2025-06-30, with a value of $1.3M on 2025-03-31. In the recent 180 days, Intergy Private Wealth, LLC has decreased its shares by 156. In the recent year, Intergy Private Wealth, LLC has decreased its shares by 109.