Charter Oak Capital Management, LLC's ownership history for IUSV

Charter Oak Capital Management, LLC currently holds 93.6K shares with a market value of $9.6M. It started holding IUSV on 2024-09-30. At its peak, it held 93.6K shares on 2026-03-31. Its highest holding value was $9.6M on 2026-03-31. At its lowest, it held 79.6K shares on 2024-09-30, with a value of $7.4M on 2024-12-31. In the recent 180 days, Charter Oak Capital Management, LLC has increased its shares by 5.4K. In the recent year, Charter Oak Capital Management, LLC has increased its shares by 9.1K.