Montis Financial, LLC's ownership history for IVV

Montis Financial, LLC currently holds 16.6K shares with a market value of $11.1M. It started holding IVV on 2024-09-30. At its peak, it held 18.8K shares on 2024-12-31. Its highest holding value was $11.1M on 2025-09-30. At its lowest, it held 12.9K shares on 2024-09-30, with a value of $7.5M on 2024-09-30. In the recent 180 days, Montis Financial, LLC has decreased its shares by 1.7K. In the recent year, Montis Financial, LLC has increased its shares by 3.7K.