North Berkeley Wealth Management, LLC's ownership history for IVV

North Berkeley Wealth Management, LLC currently holds 5.1K shares with a market value of $3.4M. It started holding IVV on 2024-12-31. At its peak, it held 5.1K shares on 2025-09-30. Its highest holding value was $3.4M on 2025-09-30. At its lowest, it held 4.0K shares on 2024-12-31, with a value of $2.3M on 2024-12-31. In the recent 180 days, North Berkeley Wealth Management, LLC has increased its shares by 584.