Waldron Private Wealth LLC's ownership history for IVV

Waldron Private Wealth LLC currently holds 33.3K shares with a market value of $21.7M. It started holding IVV on 2024-09-30. At its peak, it held 36.9K shares on 2025-09-30. Its highest holding value was $25.2M on 2025-12-31. At its lowest, it held 33.3K shares on 2026-03-31, with a value of $19.4M on 2025-03-31. In the recent 180 days, Waldron Private Wealth LLC has decreased its shares by 3.6K. In the recent year, Waldron Private Wealth LLC has decreased its shares by 1.3K.