Investment Planning Advisors, Inc.'s ownership history for IVV

Investment Planning Advisors, Inc. currently holds 2.5K shares with a market value of $1.6M. It started holding IVV on 2024-09-30. At its peak, it held 2.5K shares on 2026-03-31. Its highest holding value was $1.7M on 2025-12-31. At its lowest, it held 859 shares on 2024-12-31, with a value of $482.7K on 2025-03-31. In the recent 180 days, Investment Planning Advisors, Inc. has increased its shares by 145. In the recent year, Investment Planning Advisors, Inc. has increased its shares by 1.6K.