Monte Financial Group, LLC's ownership history for IVV

Monte Financial Group, LLC currently holds 1.3K shares with a market value of $854.4K. It started holding IVV on 2024-09-30. At its peak, it held 1.3K shares on 2026-03-31. Its highest holding value was $854.4K on 2026-03-31. At its lowest, it held 867 shares on 2025-03-31, with a value of $458.4K on 2025-03-31. In the recent 180 days, Monte Financial Group, LLC has increased its shares by 407. In the recent year, Monte Financial Group, LLC has increased its shares by 441.