Venturi Wealth Management, LLC's ownership history for IYW

Venturi Wealth Management, LLC currently holds 7.7K shares with a market value of $1.5M. It started holding IYW on 2024-09-30. At its peak, it held 9.8K shares on 2024-09-30. Its highest holding value was $1.5M on 2025-09-30. At its lowest, it held 7.2K shares on 2025-06-30, with a value of $1.1M on 2025-03-31. In the recent 180 days, Venturi Wealth Management, LLC has decreased its shares by 18.