Cambridge Investment Research Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $423K | Sell |
26,817
-9,622
| -26% | -$152K | ﹤0.01% | 2692 |
|
|
2025
Q1 | $553K | Buy |
36,439
+398
| +1% | +$6.04K | ﹤0.01% | 2335 |
|
|
2024
Q4 | $630K | Buy |
36,041
+3,583
| +11% | +$62.6K | ﹤0.01% | 2241 |
|
|
2024
Q3 | $570K | Buy |
32,458
+3,926
| +14% | +$68.9K | ﹤0.01% | 2305 |
|
|
2024
Q2 | $427K | Sell |
28,532
-43,543
| -60% | -$652K | ﹤0.01% | 2427 |
|
|
2024
Q1 | $1.2M | Buy |
72,075
+37,666
| +109% | +$625K | ﹤0.01% | 1611 |
|
|
2023
Q4 | $614K | Sell |
34,409
-2,175
| -6% | -$38.8K | ﹤0.01% | 2026 |
|
|
2023
Q3 | $531K | Sell |
36,584
-11,176
| -23% | -$162K | ﹤0.01% | 2035 |
|
|
2023
Q2 | $803K | Sell |
47,760
-159,881
| -77% | -$2.69M | ﹤0.01% | 1764 |
|
|
2023
Q1 | $3.41M | Buy |
207,641
+171,437
| +474% | +$2.81M | 0.02% | 816 |
|
|
2022
Q4 | $651K | Sell |
36,204
-1,134
| -3% | -$20.4K | ﹤0.01% | 1820 |
|
|
2022
Q3 | $512K | Buy |
37,338
+3,283
| +10% | +$45K | ﹤0.01% | 1916 |
|
|
2022
Q2 | $549K | Sell |
34,055
-14,799
| -30% | -$239K | ﹤0.01% | 1892 |
|
|
2022
Q1 | $1.13M | Sell |
48,854
-4,451
| -8% | -$103K | 0.01% | 1490 |
|
|
2021
Q4 | $1.23M | Sell |
53,305
-5,103
| -9% | -$117K | 0.01% | 1442 |
|
|
2021
Q3 | $1.41M | Sell |
58,408
-20,019
| -26% | -$483K | 0.01% | 1295 |
|
|
2021
Q2 | $2.1M | Sell |
78,427
-379,558
| -83% | -$10.1M | 0.01% | 1086 |
|
|
2021
Q1 | $11.6M | Buy |
457,985
+385,875
| +535% | +$9.73M | 0.06% | 292 |
|
|
2020
Q4 | $1.26M | Buy |
72,110
+12,304
| +21% | +$214K | 0.01% | 1170 |
|
|
2020
Q3 | $682K | Buy |
59,806
+31,583
| +112% | +$360K | ﹤0.01% | 1411 |
|
|
2020
Q2 | $304K | Sell |
28,223
-280
| -1% | -$3.02K | ﹤0.01% | 1873 |
|
|
2020
Q1 | $259K | Sell |
28,503
-23,667
| -45% | -$215K | ﹤0.01% | 1767 |
|
|
2019
Q4 | $938K | Buy |
52,170
+8,520
| +20% | +$153K | 0.01% | 1180 |
|
|
2019
Q3 | $739K | Buy |
43,650
+15,717
| +56% | +$266K | 0.01% | 1257 |
|
|
2019
Q2 | $572K | Sell |
27,933
-3,600
| -11% | -$73.7K | 0.01% | 1338 |
|
|
2019
Q1 | $609K | Buy |
31,533
+1,982
| +7% | +$38.3K | 0.01% | 1351 |
|
|
2018
Q4 | $495K | Buy |
29,551
+698
| +2% | +$11.7K | 0.01% | 1329 |
|
|
2018
Q3 | $660K | Buy |
28,853
+6,224
| +28% | +$142K | 0.01% | 1280 |
|
|
2018
Q2 | $601K | Sell |
22,629
-1,018
| -4% | -$27K | 0.01% | 1307 |
|
|
2018
Q1 | $757K | Buy |
23,647
+7,732
| +49% | +$248K | 0.01% | 1099 |
|
|
2017
Q4 | $582K | Buy |
15,915
+1,604
| +11% | +$58.7K | 0.01% | 1235 |
|
|
2017
Q3 | $501K | Buy |
14,311
+1,356
| +10% | +$47.5K | 0.01% | 1256 |
|
|
2017
Q2 | $456K | Sell |
12,955
-207
| -2% | -$7.29K | 0.01% | 1257 |
|
|
2017
Q1 | $403K | Buy |
13,162
+1,434
| +12% | +$43.9K | 0.01% | 1184 |
|
|
2016
Q4 | $356K | Buy |
11,728
+630
| +6% | +$19.1K | 0.01% | 1186 |
|
|
2016
Q3 | $347K | Sell |
11,098
-6,275
| -36% | -$196K | 0.01% | 1220 |
|
|
2016
Q2 | $444K | Buy |
17,373
+2,354
| +16% | +$60.2K | 0.01% | 982 |
|
|
2016
Q1 | $462K | Buy |
15,019
+1,639
| +12% | +$50.4K | 0.01% | 939 |
|
|
2015
Q4 | $448K | Sell |
13,380
-278
| -2% | -$9.31K | 0.01% | 900 |
|
|
2015
Q3 | $427K | Buy |
13,658
+2,330
| +21% | +$72.8K | 0.01% | 836 |
|
|
2015
Q2 | $425K | Buy |
11,328
+825
| +8% | +$31K | 0.01% | 891 |
|
|
2015
Q1 | $417K | Sell |
10,503
-607
| -5% | -$24.1K | 0.01% | 885 |
|
|
2014
Q4 | $439K | Sell |
11,110
-504
| -4% | -$19.9K | 0.01% | 841 |
|
|
2014
Q3 | $459K | Buy |
11,614
+3
| +0% | +$119 | 0.01% | 874 |
|
|
2014
Q2 | $438K | Buy |
11,611
+1,474
| +15% | +$55.6K | 0.02% | 817 |
|
|
2014
Q1 | $375K | Buy |
+10,137
| New | +$375K | 0.01% | 851 |
|