UNITED CAPITAL FINANCIAL ADVISORS, LLC's ownership history for IVV

UNITED CAPITAL FINANCIAL ADVISORS, LLC currently holds 1.4M shares with a market value of $888.2M. It started holding IVV on 2024-09-30. At its peak, it held 1.4M shares on 2026-03-31. Its highest holding value was $888.2M on 2026-03-31. At its lowest, it held 854.1K shares on 2025-09-30, with a value of $531.6M on 2025-06-30. In the recent 180 days, UNITED CAPITAL FINANCIAL ADVISORS, LLC has increased its shares by 505.4K. In the recent year, UNITED CAPITAL FINANCIAL ADVISORS, LLC has increased its shares by 374.7K.