Waldron Private Wealth LLC's ownership history for IVW

Waldron Private Wealth LLC currently holds 2.4K shares with a market value of $266.9K. It started holding IVW on 2025-09-30. At its peak, it held 2.4K shares on 2026-03-31. Its highest holding value was $266.9K on 2026-03-31. At its lowest, it held 2.0K shares on 2025-09-30, with a value of $237.1K on 2025-09-30. In the recent 180 days, Waldron Private Wealth LLC has increased its shares by 396.