CFG
IVZ icon

Cooper Financial Group’s Invesco IVZ Stock Holding History

Cooper Financial Group’s Portfolio IVZ Stock Details IVZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-11,069
Closed -$184K – 383
2024
Q1 		$184K Buy
11,069
+146
+1% +$2.36K 0.03% 342
2023
Q4 		$195K Buy
10,923
+264
+2% +$3.81K 0.04% 335
2023
Q3 		$155K Buy
+10,659
New +$172K 0.04% 319
2022
Q2 		– Sell
-11,080
Closed -$256K – 267
2022
Q1 		$256K Sell
11,080
-3,480
-24% -$77.2K 0.1% 198
2021
Q4 		$335K Buy
14,560
+105
+0.7% +$2.56K 0.13% 160
2021
Q3 		$349K Buy
14,455
+236
+2% +$5.9K 0.07% 172
2021
Q2 		$380K Buy
14,219
+1,303
+10% +$35.5K 0.08% 157
2021
Q1 		$326K Buy
+12,916
New +$290K 0.07% 167

Other funds holding IVZ

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return