ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

BAKER TILLY WEALTH MANAGEMENT, LLC's Holding History (CIK: 0001840565)

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

Q4 2025
Shares 3,341 Value ($000) $2,288 Avg Close — Range —
Q3 2025
Shares 3,801 Value ($000) $2,544 Avg Close — Range —
Q2 2025
Shares 3,858 Value ($000) $2,395 Avg Close — Range —
Q1 2025
Shares 3,899 Value ($000) $2,191 Avg Close — Range —
Q4 2024
Shares 3,837 Value ($000) $2,259 Avg Close — Range —
Q3 2024
Shares 4,048 Value ($000) $2,335 Avg Close — Range —
Q2 2024
Shares 9,225 Value ($000) $5,048 Avg Close — Range —
Q1 2024
Shares 16,018 Value ($000) $8,421 Avg Close — Range —
Q4 2023
Shares 18,692 Value ($000) $8,928 Avg Close — Range —
Q3 2023
Shares 19,165 Value ($000) $8,230 Avg Close — Range —
Q2 2023
Shares 19,959 Value ($000) $8,896 Avg Close — Range —
Q1 2023
Shares 19,202 Value ($000) $7,893 Avg Close — Range —
Q4 2022
Shares 17,918 Value ($000) $6,884 Avg Close — Range —
Q3 2022
Shares 16,629 Value ($000) $5,964 Avg Close — Range —
Q2 2022
Shares 15,812 Value ($000) $5,995 Avg Close — Range —
Q1 2022
Shares 16,095 Value ($000) $7,302 Avg Close — Range —
Q4 2021
Shares 15,965 Value ($000) $7,615 Avg Close — Range —
Q3 2021
Shares 14,597 Value ($000) $6,289 Avg Close — Range —
Q2 2021
Shares 13,774 Value ($000) $5,922 Avg Close — Range —
Q1 2021
Shares 13,694 Value ($000) $5,448 Avg Close — Range —
Q4 2020
Shares 13,332 Value ($000) $5,005 Avg Close — Range —