Summit Trail Advisors, LLC's ownership history for IVV

Summit Trail Advisors, LLC currently holds 20.0K shares with a market value of $13.7M. It started holding IVV on 2024-09-30. At its peak, it held 24.6K shares on 2025-09-30. Its highest holding value was $16.5M on 2025-09-30. At its lowest, it held 14.8K shares on 2024-09-30, with a value of $8.5M on 2024-09-30. In the recent 180 days, Summit Trail Advisors, LLC has decreased its shares by 3.0K.