Rockbridge Investment Management, LCC's ownership history for IVV

Rockbridge Investment Management, LCC currently holds 1.8K shares with a market value of $1.2M. It started holding IVV on 2024-12-31. At its peak, it held 3.4K shares on 2025-03-31. Its highest holding value was $2.2M on 2025-09-30. At its lowest, it held 1.8K shares on 2026-03-31, with a value of $1.2M on 2026-03-31. In the recent 180 days, Rockbridge Investment Management, LCC has decreased its shares by 1.5K. In the recent year, Rockbridge Investment Management, LCC has decreased its shares by 1.6K.