Cypress Wealth Services, LLC's ownership history for IVW

Cypress Wealth Services, LLC currently holds 144.1K shares with a market value of $16.3M. It started holding IVW on 2024-09-30. At its peak, it held 182.0K shares on 2025-03-31. Its highest holding value was $17.5M on 2024-12-31. At its lowest, it held 133.9K shares on 2025-09-30, with a value of $15.0M on 2025-06-30. In the recent 180 days, Cypress Wealth Services, LLC has increased its shares by 10.2K. In the recent year, Cypress Wealth Services, LLC has decreased its shares by 37.9K.