United Asset Strategies, Inc.'s ownership history for IVV

United Asset Strategies, Inc. currently holds 335 shares with a market value of $219.1K. It started holding IVV on 2024-09-30. At its peak, it held 392 shares on 2025-06-30. Its highest holding value was $257.3K on 2025-12-31. At its lowest, it held 335 shares on 2026-03-31, with a value of $213.2K on 2024-09-30. In the recent 180 days, United Asset Strategies, Inc. has decreased its shares by 6. In the recent year, United Asset Strategies, Inc. has decreased its shares by 49.