Trinity Financial Advisors LLC's ownership history for IVV

Trinity Financial Advisors LLC currently holds 2.6K shares with a market value of $1.7M. It started holding IVV on 2024-09-30. At its peak, it held 4.4K shares on 2025-03-31. Its highest holding value was $1.7M on 2025-09-30. At its lowest, it held 369 shares on 2024-12-31, with a value of $216.7K on 2024-12-31. In the recent 180 days, Trinity Financial Advisors LLC has decreased its shares by 1.9K. In the recent year, Trinity Financial Advisors LLC has increased its shares by 2.0K.