WealthPLAN Partners, LLC's ownership history for IVV
WealthPLAN Partners, LLC currently holds 21.2K shares with a market value of $14.2M. It started holding IVV on 2024-09-30. At its peak, it held 21.2K shares on 2025-09-30. Its highest holding value was $14.2M on 2025-09-30. At its lowest, it held 20.6K shares on 2025-06-30, with a value of $11.9M on 2025-03-31. In the recent 180 days, WealthPLAN Partners, LLC has increased its shares by 97. In the recent year, WealthPLAN Partners, LLC has increased its shares by 361.
WealthPLAN Partners, LLC's ownership history for IVV