Waverly Advisors, LLC's ownership history for IVV


Waverly Advisors, LLC currently holds 1.1M shares with a market value of $763.7M. It started holding IVV on 2024-12-31. At its peak, it held 1.1M shares on 2025-09-30. Its highest holding value was $763.7M on 2025-09-30. At its lowest, it held 918.2K shares on 2024-12-31, with a value of $540.5M on 2024-12-31. In the recent 180 days, Waverly Advisors, LLC has increased its shares by 115.2K.


Waverly Advisors, LLC's ownership history for IVV