Private Wealth Partners, LLC's ownership history for IVV

Private Wealth Partners, LLC currently holds 8.5K shares with a market value of $5.7M. It started holding IVV on 2024-09-30. At its peak, it held 9.0K shares on 2024-09-30. Its highest holding value was $5.7M on 2025-09-30. At its lowest, it held 8.4K shares on 2025-06-30, with a value of $5.0M on 2025-03-31. In the recent 180 days, Private Wealth Partners, LLC has decreased its shares by 402. In the recent year, Private Wealth Partners, LLC has decreased its shares by 454.