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Clearstead Advisors’s Itron ITRI Stock Holding History

Clearstead Advisors’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 		– Sell
-51
Closed -$4.74K – 2554
2025
Q4 		$4.74K Buy
51
+19
+59% +$2.07K ﹤0.01% 2029
2025
Q3 		$3.99K Sell
32
-85
-73% -$10.8K ﹤0.01% 2242
2025
Q2 		$15.4K Buy
117
+41
+54% +$4.64K ﹤0.01% 1732
2025
Q1 		$7.96K Hold
76
– – ﹤0.01% 1669
2024
Q4 		$8.25K Buy
76
+25
+49% +$2.79K ﹤0.01% 1626
2024
Q3 		$5.45K Hold
51
– – ﹤0.01% 1699
2024
Q2 		$5.05K Buy
+51
New +$5.13K ﹤0.01% 1687

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