COMMONWEALTH EQUITY SERVICES, LLC
Holdings in IVT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,859,139 | 101,352 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $3,081,286 | 107,662 | Shares | Sole | 2025-10-22 |
| 2025-06-30 | $3,394,092 | 123,872 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $3,828,350 | 130,349 | Shares | Sole | 2025-05-09 |
| 2024-12-31 | $3,987,313 | 132,337 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $4,686,950 | 165,208 | Shares | Sole | 2024-10-18 |
| 2024-06-30 | $5,408,896 | 218,453 | Shares | Sole | 2024-07-31 |
| 2024-03-31 | $5,946,723 | 231,300 | Shares | Sole | 2024-04-29 |
| 2023-12-31 | $5,428,056 | 214,209 | Shares | Sole | 2024-02-06 |
| 2023-09-30 | $5,761,281 | 241,969 | Shares | Sole | 2023-10-23 |
| 2023-06-30 | $5,896,395 | 254,814 | Shares | Sole | 2023-08-10 |
| 2023-03-31 | $7,048,220 | 301,206 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $7,528,385 | 318,056 | Shares | Sole | 2023-02-07 |
| 2022-09-30 | $7,103,977 | 333,051 | Shares | Sole | 2022-11-14 |
| 2022-06-30 | $8,863,584 | 343,683 | Shares | Sole | 2022-07-19 |
| 2022-03-31 | $10,756,471 | 349,463 | Shares | Sole | 2022-05-04 |
| 2021-12-31 | $10,688,755 | 392,104 | Shares | Sole | 2022-01-31 |