ProVise Management Group, LLC's ownership history for IWY

ProVise Management Group, LLC currently holds 133.0K shares with a market value of $33.1M. It started holding IWY on 2024-09-30. At its peak, it held 133.0K shares on 2026-03-31. Its highest holding value was $35.7M on 2025-09-30. At its lowest, it held 125.8K shares on 2024-09-30, with a value of $27.7M on 2024-09-30. In the recent 180 days, ProVise Management Group, LLC has increased its shares by 2.4K. In the recent year, ProVise Management Group, LLC has increased its shares by 1.8K.