Patriot Financial Group Insurance Agency, LLC's ownership history for IVV

Patriot Financial Group Insurance Agency, LLC currently holds 61.4K shares with a market value of $40.1M. It started holding IVV on 2024-09-30. At its peak, it held 76.0K shares on 2024-12-31. Its highest holding value was $45.5M on 2025-06-30. At its lowest, it held 30.6K shares on 2025-12-31, with a value of $20.7M on 2025-09-30. In the recent 180 days, Patriot Financial Group Insurance Agency, LLC has increased its shares by 30.5K. In the recent year, Patriot Financial Group Insurance Agency, LLC has decreased its shares by 11.8K.