Oak Wealth Advisors LLC's ownership history for IVV

Oak Wealth Advisors LLC currently holds 29.6K shares with a market value of $20.3M. It started holding IVV on 2024-12-31. At its peak, it held 31.1K shares on 2025-09-30. Its highest holding value was $20.8M on 2025-09-30. At its lowest, it held 27.3K shares on 2024-12-31, with a value of $16.0M on 2025-03-31. In the recent 180 days, Oak Wealth Advisors LLC has increased its shares by 50. In the recent year, Oak Wealth Advisors LLC has increased its shares by 2.3K.