Omega Financial Group, LLC's ownership history for IVV

Omega Financial Group, LLC currently holds 22.0K shares with a market value of $14.7M. It started holding IVV on 2024-09-30. At its peak, it held 22.0K shares on 2025-09-30. Its highest holding value was $14.7M on 2025-09-30. At its lowest, it held 21.2K shares on 2025-03-31, with a value of $11.9M on 2025-03-31. In the recent 180 days, Omega Financial Group, LLC has increased its shares by 808. In the recent year, Omega Financial Group, LLC has increased its shares by 716.