Lakeshore Financial Planning, Inc.'s ownership history for IVV

Lakeshore Financial Planning, Inc. currently holds 70.2K shares with a market value of $45.8M. It started holding IVV on 2024-09-30. At its peak, it held 82.7K shares on 2025-12-31. Its highest holding value was $56.7M on 2025-12-31. At its lowest, it held 70.2K shares on 2026-03-31, with a value of $42.4M on 2024-09-30. In the recent 180 days, Lakeshore Financial Planning, Inc. has decreased its shares by 12.2K. In the recent year, Lakeshore Financial Planning, Inc. has decreased its shares by 8.7K.