Heritage Wealth Advisors's ownership history for IVV

Heritage Wealth Advisors currently holds 678.1K shares with a market value of $442.9M. It started holding IVV on 2024-09-30. At its peak, it held 678.1K shares on 2026-03-31. Its highest holding value was $453.7M on 2025-12-31. At its lowest, it held 600.6K shares on 2024-12-31, with a value of $353.5M on 2024-12-31. In the recent 180 days, Heritage Wealth Advisors has increased its shares by 22.6K. In the recent year, Heritage Wealth Advisors has increased its shares by 13.4K.