EP Wealth Advisors, LLC's ownership history for IVE

EP Wealth Advisors, LLC currently holds 70.9K shares with a market value of $15.0M. It started holding IVE on 2024-09-30. At its peak, it held 374.0K shares on 2025-06-30. Its highest holding value was $73.1M on 2025-06-30. At its lowest, it held 40.1K shares on 2024-09-30, with a value of $7.9M on 2024-09-30. In the recent 180 days, EP Wealth Advisors, LLC has increased its shares by 29.1K. In the recent year, EP Wealth Advisors, LLC has increased its shares by 30.8K.