ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

ATTICUS WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001800234)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 1,465 Value ($000) $1,003 Avg Close Range
Q3 2025
Shares 907 Value ($000) $607 Avg Close Range
Q2 2025
Shares 572 Value ($000) $355 Avg Close Range
Q1 2025
Shares 125 Value ($000) $70 Avg Close Range
Q4 2024
Shares 134 Value ($000) $79 Avg Close Range
Q3 2024
Shares 153 Value ($000) $88 Avg Close Range
Q2 2024
Shares 134 Value ($000) $73 Avg Close Range
Q1 2024
Shares 135 Value ($000) $71 Avg Close Range
Q4 2023
Shares 135 Value ($000) $64 Avg Close Range
Q3 2023
Shares 145 Value ($000) $62 Avg Close Range
Q2 2023
Shares 145 Value ($000) $65 Avg Close Range
Q1 2023
Shares 145 Value ($000) $60 Avg Close Range
Q4 2022
Shares 386 Value ($000) $148 Avg Close Range
Q3 2022
Shares 386 Value ($000) $146 Avg Close Range
Q2 2022
Shares 386 Value ($000) $146 Avg Close Range
Q1 2022
Shares 386 Value ($000) $175 Avg Close Range
Q4 2021
Shares 386 Value ($000) $184 Avg Close Range
Q3 2021
Shares 386 Value ($000) $166 Avg Close Range
Q2 2021
Shares 386 Value ($000) $166 Avg Close Range
Q1 2021
Shares 386 Value ($000) $154 Avg Close Range
Q4 2020
Shares 403 Value ($000) $151 Avg Close Range
Q3 2020
Shares 48 Value ($000) $16 Avg Close Range
Q2 2020
Shares 48 Value ($000) $15 Avg Close Range
Q1 2020
Shares 48 Value ($000) $12 Avg Close Range
Q4 2019
Shares 90 Value ($000) $29 Avg Close Range