Compound Planning, Inc.'s ownership history for IVV

Compound Planning, Inc. currently holds 144.5K shares with a market value of $94.4M. It started holding IVV on 2024-09-30. At its peak, it held 144.5K shares on 2026-03-31. Its highest holding value was $95.4M on 2025-12-31. At its lowest, it held 81.8K shares on 2024-09-30, with a value of $47.2M on 2024-09-30. In the recent 180 days, Compound Planning, Inc. has increased its shares by 9.5K. In the recent year, Compound Planning, Inc. has increased its shares by 32.7K.