AF
ITRI icon

Allworth Financial’s Itron ITRI Stock Holding History

Allworth 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 		$60.8K Sell
678
-3
-0.4% -$288 ﹤0.01% 2176
2025
Q4 		$63.2K Sell
681
-32
-4% -$3.49K ﹤0.01% 2046
2025
Q3 		$88.8K Buy
713
+17
+2% +$2.16K ﹤0.01% 1756
2025
Q2 		$91.6K Buy
696
+271
+64% +$30.7K ﹤0.01% 1594
2025
Q1 		$46.4K Buy
425
+14
+3% +$1.47K ﹤0.01% 1586
2024
Q4 		$43.6K Sell
411
-16
-4% -$1.79K ﹤0.01% 1646
2024
Q3 		$45.6K Sell
427
-2
-0.5% -$202 ﹤0.01% 1454
2024
Q2 		$43.6K Buy
429
+14
+3% +$1.41K ﹤0.01% 1441
2024
Q1 		$38.4K Buy
415
+25
+6% +$2.01K ﹤0.01% 1413
2023
Q4 		$29.4K Buy
390
+11
+3% +$715 ﹤0.01% 1420
2023
Q3 		$23K Buy
379
+29
+8% +$1.99K ﹤0.01% 1433
2023
Q2 		$25.2K Hold
350
– – ﹤0.01% 1402
2023
Q1 		$19.4K Hold
350
– – ﹤0.01% 1469
2022
Q4 		$17.7K Sell
350
-4
-1% -$198 ﹤0.01% 1421
2022
Q3 		$15K Sell
354
-2
-0.6% -$100 ﹤0.01% 1411
2022
Q2 		$18K Buy
356
+6
+2% +$298 ﹤0.01% 1282
2022
Q1 		$18K Hold
350
– – ﹤0.01% 1301
2021
Q4 		$24K Hold
350
– – ﹤0.01% 1040
2021
Q3 		$26K Hold
350
– – ﹤0.01% 945
2021
Q2 		$35K Hold
350
– – ﹤0.01% 705
2021
Q1 		$31K Buy
+350
New +$34.6K ﹤0.01% 677

Other funds holding ITRI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
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
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