MCDONALD PARTNERS LLC's ownership history for IVV

MCDONALD PARTNERS LLC currently holds 849 shares with a market value of $581.5K. It started holding IVV on 2024-09-30. At its peak, it held 1.1K shares on 2025-03-31. Its highest holding value was $703.8K on 2025-06-30. At its lowest, it held 849 shares on 2025-09-30, with a value of $568.2K on 2025-09-30. In the recent 180 days, MCDONALD PARTNERS LLC has decreased its shares by 284. In the recent year, MCDONALD PARTNERS LLC has decreased its shares by 206.