Joule Financial, LLC's ownership history for IVV

Joule Financial, LLC currently holds 320 shares with a market value of $209.1K. It started holding IVV on 2024-09-30. At its peak, it held 2.0K shares on 2024-12-31. Its highest holding value was $1.2M on 2025-06-30. At its lowest, it held 320 shares on 2026-03-31, with a value of $209.1K on 2026-03-31. In the recent 180 days, Joule Financial, LLC has decreased its shares by 1.1K. In the recent year, Joule Financial, LLC has decreased its shares by 1.7K.