Shared Vision Wealth Group LLC's ownership history for IVW

Shared Vision Wealth Group LLC currently holds 56.6K shares with a market value of $6.8M. It started holding IVW on 2024-09-30. At its peak, it held 63.6K shares on 2024-09-30. Its highest holding value was $6.8M on 2025-09-30. At its lowest, it held 56.6K shares on 2025-09-30, with a value of $5.6M on 2025-03-31. In the recent 180 days, Shared Vision Wealth Group LLC has decreased its shares by 4.0K. In the recent year, Shared Vision Wealth Group LLC has decreased its shares by 7.0K.