Avantax Advisory Services’s Itron ITRI Stock Holding History

Avantax Advisory Services’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
2025 Q2	$258K	Buy	+1,963	New	+$222K	﹤0.01%	2028

Other funds holding ITRI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Avantax Advisory Services's ITRI Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Itron (ITRI) in Q2 2025: 1,963 shares worth $258K. The stake represents ﹤0.01% of the portfolio and ranks #2028 among its holdings.

457 funds tracked by Wall St. Rank hold ITRI as of Q2 2025.

Avantax Advisory Services held 1,963 shares of Itron worth $258K as of Q2 2025.
Itron was a new Avantax Advisory Services position in Q2 2025.
Itron made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2028 holding.
457 funds tracked by Wall St. Rank held Itron as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.