Trek Financial, LLC's ownership history for IVV

Trek Financial, LLC currently holds 24.5K shares with a market value of $16.4M. It started holding IVV on 2024-12-31. At its peak, it held 48.4K shares on 2024-12-31. Its highest holding value was $28.5M on 2024-12-31. At its lowest, it held 21.6K shares on 2025-06-30, with a value of $13.4M on 2025-06-30. In the recent 180 days, Trek Financial, LLC has decreased its shares by 17.1K.