OXFORD FINANCIAL GROUP, LTD. LLC's ownership history for IVV

OXFORD FINANCIAL GROUP, LTD. LLC currently holds 89.5K shares with a market value of $58.4M. It started holding IVV on 2024-09-30. At its peak, it held 97.0K shares on 2024-09-30. Its highest holding value was $63.1M on 2025-12-31. At its lowest, it held 89.5K shares on 2026-03-31, with a value of $51.5M on 2025-03-31. In the recent 180 days, OXFORD FINANCIAL GROUP, LTD. LLC has decreased its shares by 140. In the recent year, OXFORD FINANCIAL GROUP, LTD. LLC has decreased its shares by 2.2K.