Baird Financial 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 | $1.61M | Buy |
102,407
+6,341
| +7% | +$100K | ﹤0.01% | 1069 |
|
|
2025
Q1 | $1.46M | Sell |
96,066
-1,328
| -1% | -$20.1K | ﹤0.01% | 1068 |
|
|
2024
Q4 | $1.7M | Buy |
97,394
+1,556
| +2% | +$27.2K | ﹤0.01% | 1017 |
|
|
2024
Q3 | $1.68M | Sell |
95,838
-360
| -0.4% | -$6.32K | ﹤0.01% | 1014 |
|
|
2024
Q2 | $1.44M | Buy |
96,198
+4,073
| +4% | +$60.9K | ﹤0.01% | 1055 |
|
|
2024
Q1 | $1.53M | Buy |
92,125
+2,598
| +3% | +$43.1K | ﹤0.01% | 1030 |
|
|
2023
Q4 | $1.6M | Sell |
89,527
-12,732
| -12% | -$227K | ﹤0.01% | 997 |
|
|
2023
Q3 | $1.48M | Buy |
102,259
+2,512
| +3% | +$36.5K | ﹤0.01% | 1000 |
|
|
2023
Q2 | $1.68M | Sell |
99,747
-483,331
| -83% | -$8.12M | ﹤0.01% | 972 |
|
|
2023
Q1 | $9.56M | Sell |
583,078
-40,891
| -7% | -$671K | 0.02% | 442 |
|
|
2022
Q4 | $11.2M | Sell |
623,969
-110,707
| -15% | -$1.99M | 0.03% | 408 |
|
|
2022
Q3 | $10.1M | Buy |
734,676
+48,047
| +7% | +$658K | 0.03% | 425 |
|
|
2022
Q2 | $11.1M | Buy |
686,629
+26,124
| +4% | +$421K | 0.03% | 416 |
|
|
2022
Q1 | $15.2M | Sell |
660,505
-61,461
| -9% | -$1.42M | 0.04% | 367 |
|
|
2021
Q4 | $16.6M | Buy |
721,966
+172,652
| +31% | +$3.97M | 0.04% | 359 |
|
|
2021
Q3 | $13.2M | Buy |
549,314
+457,784
| +500% | +$11M | 0.03% | 372 |
|
|
2021
Q2 | $2.45M | Buy |
91,530
+5,448
| +6% | +$146K | 0.01% | 833 |
|
|
2021
Q1 | $2.17M | Sell |
86,082
-11,054
| -11% | -$279K | 0.01% | 855 |
|
|
2020
Q4 | $1.69M | Buy |
97,136
+8,812
| +10% | +$154K | 0.01% | 861 |
|
|
2020
Q3 | $1.01M | Sell |
88,324
-74,325
| -46% | -$848K | ﹤0.01% | 936 |
|
|
2020
Q2 | $1.75M | Buy |
162,649
+7,008
| +5% | +$75.4K | 0.01% | 761 |
|
|
2020
Q1 | $1.41M | Buy |
155,641
+28,712
| +23% | +$261K | 0.01% | 796 |
|
|
2019
Q4 | $2.28M | Sell |
126,929
-23,747
| -16% | -$427K | 0.01% | 731 |
|
|
2019
Q3 | $2.55M | Buy |
150,676
+19,296
| +15% | +$327K | 0.01% | 703 |
|
|
2019
Q2 | $2.69M | Sell |
131,380
-24,338
| -16% | -$498K | 0.01% | 704 |
|
|
2019
Q1 | $3.01M | Sell |
155,718
-11,250
| -7% | -$217K | 0.02% | 565 |
|
|
2018
Q4 | $2.8M | Buy |
166,968
+67,806
| +68% | +$1.14M | 0.02% | 546 |
|
|
2018
Q3 | $2.28M | Buy |
99,162
+89,506
| +927% | +$2.06M | 0.01% | 625 |
|
|
2018
Q2 | $256K | Sell |
9,656
-1,786
| -16% | -$47.4K | ﹤0.01% | 1182 |
|
|
2018
Q1 | $366K | Buy |
+11,442
| New | +$366K | ﹤0.01% | 1081 |
|
|
2016
Q2 | – | Sell |
-30,620
| Closed | -$942K | – | 1227 |
|
|
2016
Q1 | $942K | Sell |
30,620
-509,161
| -94% | -$15.7M | 0.01% | 733 |
|
|
2015
Q4 | $18.1M | Buy |
539,781
+8,047
| +2% | +$269K | 0.18% | 157 |
|
|
2015
Q3 | $16.6M | Sell |
531,734
-9,024
| -2% | -$282K | 0.18% | 154 |
|
|
2015
Q2 | $20.3M | Buy |
+540,758
| New | +$20.3M | 0.2% | 144 |
|