Waldron Private Wealth LLC's ownership history for IWV

Waldron Private Wealth LLC currently holds 80.1K shares with a market value of $29.7M. It started holding IWV on 2024-09-30. At its peak, it held 92.6K shares on 2025-06-30. Its highest holding value was $33.3M on 2025-09-30. At its lowest, it held 80.1K shares on 2026-03-31, with a value of $29.2M on 2025-03-31. In the recent 180 days, Waldron Private Wealth LLC has decreased its shares by 7.8K. In the recent year, Waldron Private Wealth LLC has decreased its shares by 12.0K.