Whipplewood Advisors, LLC's ownership history for IVV

Whipplewood Advisors, LLC currently holds 2.3K shares with a market value of $1.5M. It started holding IVV on 2024-12-31. At its peak, it held 3.3K shares on 2025-06-30. Its highest holding value was $2.1M on 2025-06-30. At its lowest, it held 49 shares on 2025-03-31, with a value of $1.5M on 2026-03-31. In the recent 180 days, Whipplewood Advisors, LLC has decreased its shares by 634. In the recent year, Whipplewood Advisors, LLC has increased its shares by 2.2K.