Summit Trail Advisors, LLC's ownership history for IVV

Summit Trail Advisors, LLC currently holds 34.7K shares with a market value of $22.7M. It started holding IVV on 2024-09-30. At its peak, it held 34.7K shares on 2026-03-31. Its highest holding value was $22.7M on 2026-03-31. At its lowest, it held 14.8K shares on 2024-09-30, with a value of $8.5M on 2024-09-30. In the recent 180 days, Summit Trail Advisors, LLC has increased its shares by 10.0K. In the recent year, Summit Trail Advisors, LLC has increased its shares by 19.9K.