OSTERWEIS CAPITAL MANAGEMENT INC's ownership history for IVV

OSTERWEIS CAPITAL MANAGEMENT INC currently holds 100 shares with a market value of $65.3K. It started holding IVV on 2024-09-30. At its peak, it held 152 shares on 2024-09-30. Its highest holding value was $561.9K on 2025-03-31. At its lowest, it held 100 shares on 2025-03-31, with a value of $89 on 2024-12-31. In the recent 180 days, OSTERWEIS CAPITAL MANAGEMENT INC has increased its shares by 0. In the recent year, OSTERWEIS CAPITAL MANAGEMENT INC has increased its shares by 0.