Aberdeen Group’s Invesco IVZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.21M Buy
76,896
+8,639
+13% +$136K ﹤0.01% 816
2025
Q1
$1.03M Buy
68,257
+37,543
+122% +$566K ﹤0.01% 816
2024
Q4
$537K Sell
30,714
-3,366
-10% -$58.8K ﹤0.01% 867
2024
Q3
$595K Buy
34,080
+3,529
+12% +$61.6K ﹤0.01% 847
2024
Q2
$457K Sell
30,551
-23,877
-44% -$357K ﹤0.01% 870
2024
Q1
$903K Sell
54,428
-24,628
-31% -$409K ﹤0.01% 830
2023
Q4
$1.41M Sell
79,056
-497,184
-86% -$8.87M ﹤0.01% 808
2023
Q3
$8.37M Buy
576,240
+34,110
+6% +$495K 0.02% 480
2023
Q2
$9.11M Buy
542,130
+50,039
+10% +$841K 0.02% 484
2023
Q1
$8.07M Buy
492,091
+14,458
+3% +$237K 0.02% 505
2022
Q4
$8.59M Buy
477,633
+57,163
+14% +$1.03M 0.02% 472
2022
Q3
$5.76M Buy
420,470
+244,023
+138% +$3.34M 0.02% 530
2022
Q2
$2.84M Buy
176,447
+27,789
+19% +$447K 0.01% 656
2022
Q1
$3.47M Sell
148,658
-45,645
-23% -$1.06M 0.01% 657
2021
Q4
$4.47M Sell
194,303
-15,012
-7% -$346K 0.01% 656
2021
Q3
$5.09M Buy
209,315
+28,883
+16% +$702K 0.01% 653
2021
Q2
$4.82M Sell
180,432
-15,961
-8% -$427K 0.01% 654
2021
Q1
$4.95M Sell
196,393
-6,107
-3% -$154K 0.01% 647
2020
Q4
$3.53M Buy
202,500
+25,474
+14% +$444K 0.01% 670
2020
Q3
$2.02M Sell
177,026
-88,016
-33% -$1M 0.01% 703
2020
Q2
$2.85M Buy
265,042
+34,708
+15% +$373K 0.01% 649
2020
Q1
$2.09M Buy
230,334
+5,290
+2% +$48.1K 0.01% 663
2019
Q4
$4.05M Sell
225,044
-11,016
-5% -$198K 0.01% 638
2019
Q3
$4M Sell
236,060
-5,695
-2% -$96.5K 0.01% 630
2019
Q2
$4.95M Sell
241,755
-5,605
-2% -$115K 0.01% 636
2019
Q1
$4.78M Buy
247,360
+90,918
+58% +$1.76M 0.01% 639
2018
Q4
$2.61M Sell
156,442
-52,342
-25% -$875K 0.01% 659
2018
Q3
$4.78M Buy
208,784
+1,220
+0.6% +$27.9K 0.01% 624
2018
Q2
$5.51M Buy
207,564
+22,993
+12% +$611K 0.01% 584
2018
Q1
$5.91M Buy
184,571
+66,310
+56% +$2.12M 0.01% 516
2017
Q4
$4.32M Buy
118,261
+1,153
+1% +$42.1K 0.01% 585
2017
Q3
$4.1M Buy
+117,108
New +$4.1M 0.01% 574