Advisornet Financial’s Itron ITRI Stock Holding History

Advisornet Financial’s Portfolio ITRI Stock Details ITRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$8.96K	Hold	100	–	–	﹤0.01%	1575
2025 Q4	$9.29K	Hold	100	–	–	﹤0.01%	1570
2025 Q3	$12.5K	Hold	100	–	–	﹤0.01%	1453
2025 Q2	$13.2K	Hold	100	–	–	﹤0.01%	1400
2025 Q1	$10.5K	Hold	100	–	–	﹤0.01%	1398
2024 Q4	$10.9K	Hold	100	–	–	﹤0.01%	1307
2024 Q3	$10.7K	Hold	100	–	–	﹤0.01%	1398
2024 Q2	$9.9K	Hold	100	–	–	﹤0.01%	1312
2024 Q1	$9.25K	Sell	100 -8	-7%	-$644	﹤0.01%	1310
2023 Q4	$8.15K	Sell	108 -1	-0.9%	-$65	﹤0.01%	1362
2023 Q3	$6.6K	Buy	109 +1	+0.9%	+$69	﹤0.01%	1341
2023 Q2	$7.79K	Buy	108 +99	+1,100%	+$6.26K	﹤0.01%	1393
2023 Q1	$499	Buy	9 +2	+29%	+$110	﹤0.01%	2072
2022 Q4	$355	Buy	+7	New	+$346	﹤0.01%	2094
2019 Q2	–	Sell	-100	Closed	-$5K	–	1744
2019 Q1	$5K	Sell	100 -150	-60%	-$7.96K	﹤0.01%	1321
2018 Q4	$12K	Hold	250	–	–	﹤0.01%	1042
2018 Q3	$16K	Hold	250	–	–	﹤0.01%	1004
2018 Q2	$15K	Hold	250	–	–	﹤0.01%	1017
2018 Q1	$18K	Hold	250	–	–	﹤0.01%	948
2017 Q4	$17K	Buy	+250	New	+$17.9K	﹤0.01%	895

Other funds holding ITRI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return