Summit Financial, LLC's ownership history for IVV

Summit Financial, LLC currently holds 256.0K shares with a market value of $167.2M. It started holding IVV on 2024-09-30. At its peak, it held 256.0K shares on 2026-03-31. Its highest holding value was $167.2M on 2026-03-31. At its lowest, it held 59.5K shares on 2024-09-30, with a value of $34.3M on 2024-09-30. In the recent 180 days, Summit Financial, LLC has increased its shares by 20.6K. In the recent year, Summit Financial, LLC has increased its shares by 176.9K.