Williams Jones Wealth Management, LLC.'s ownership history for IVV

Williams Jones Wealth Management, LLC. currently holds 19.1K shares with a market value of $12.5M. It started holding IVV on 2024-12-31. At its peak, it held 19.1K shares on 2026-03-31. Its highest holding value was $13.0M on 2025-12-31. At its lowest, it held 16.4K shares on 2025-09-30, with a value of $9.7M on 2025-03-31. In the recent 180 days, Williams Jones Wealth Management, LLC. has increased its shares by 2.6K. In the recent year, Williams Jones Wealth Management, LLC. has increased its shares by 1.8K.