Klingman & Associates, LLC's ownership history for IVV

Klingman & Associates, LLC currently holds 507.6K shares with a market value of $339.8M. It started holding IVV on 2024-09-30. At its peak, it held 528.9K shares on 2025-03-31. Its highest holding value was $339.8M on 2025-09-30. At its lowest, it held 507.6K shares on 2025-09-30, with a value of $297.2M on 2025-03-31. In the recent 180 days, Klingman & Associates, LLC has decreased its shares by 21.3K.