Cerity Partners’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $18.8M | Buy |
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|
2025
Q2 | $11.9M | Sell |
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|
2025
Q1 | $12M | Sell |
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|
2024
Q4 | $14M | Buy |
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|
2024
Q3 | $12.7M | Buy |
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|
2024
Q2 | $7.96M | Sell |
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|
2024
Q1 | $8.93M | Buy |
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|
2023
Q4 | $8.91M | Buy |
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|
2023
Q3 | $1.94M | Sell |
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|
2023
Q2 | $2.29M | Buy |
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|
2023
Q1 | $673K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $169K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $534K | Sell |
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|
2018
Q3 | $1.03M | Sell |
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|
2018
Q2 | $1.25M | Buy |
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|
2018
Q1 | $1.43M | Sell |
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|
2017
Q4 | $3.29M | Buy |
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|
2017
Q3 | $2.88M | Buy |
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|
2017
Q2 | $2.1M | Buy |
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|
2017
Q1 | $1.8M | Buy |
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