Shared Vision Wealth Group LLC's ownership history for IVV

Shared Vision Wealth Group LLC currently holds 37.7K shares with a market value of $25.3M. It started holding IVV on 2024-09-30. At its peak, it held 44.5K shares on 2024-09-30. Its highest holding value was $26.1M on 2024-12-31. At its lowest, it held 37.7K shares on 2025-09-30, with a value of $23.0M on 2025-03-31. In the recent 180 days, Shared Vision Wealth Group LLC has decreased its shares by 3.3K. In the recent year, Shared Vision Wealth Group LLC has decreased its shares by 6.8K.