Monte Financial Group, LLC's ownership history for IVV

Monte Financial Group, LLC currently holds 901 shares with a market value of $603.0K. It started holding IVV on 2024-09-30. At its peak, it held 1.0K shares on 2024-09-30. Its highest holding value was $603.0K on 2025-09-30. 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 34. In the recent year, Monte Financial Group, LLC has decreased its shares by 126.