Brio Consultants, LLC's ownership history for IVV

Brio Consultants, LLC currently holds 910 shares with a market value of $623.1K. It started holding IVV on 2024-09-30. At its peak, it held 933 shares on 2025-06-30. Its highest holding value was $623.1K on 2025-12-31. At its lowest, it held 731 shares on 2024-09-30, with a value of $421.5K on 2024-09-30. In the recent 180 days, Brio Consultants, LLC has decreased its shares by 23. In the recent year, Brio Consultants, LLC has increased its shares by 179.