Waverly Advisors, LLC's ownership history for IVW

Waverly Advisors, LLC currently holds 462.2K shares with a market value of $55.8M. It started holding IVW on 2024-12-31. At its peak, it held 462.2K shares on 2025-09-30. Its highest holding value was $55.8M on 2025-09-30. At its lowest, it held 368.7K shares on 2024-12-31, with a value of $37.4M on 2024-12-31. In the recent 180 days, Waverly Advisors, LLC has increased its shares by 54.3K.