HighTower 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 | $205K | Sell |
13,012
-2,935
| -18% | -$46.3K | ﹤0.01% | 3242 |
|
|
2025
Q1 | $242K | Sell |
15,947
-5,454
| -25% | -$82.7K | ﹤0.01% | 3018 |
|
|
2024
Q4 | $374K | Buy |
21,401
+7,062
| +49% | +$123K | ﹤0.01% | 2697 |
|
|
2024
Q3 | $252K | Sell |
14,339
-1,313
| -8% | -$23.1K | ﹤0.01% | 2944 |
|
|
2024
Q2 | $231K | Sell |
15,652
-23,561
| -60% | -$348K | ﹤0.01% | 2916 |
|
|
2024
Q1 | $651K | Buy |
39,213
+16,186
| +70% | +$269K | ﹤0.01% | 2083 |
|
|
2023
Q4 | $410K | Sell |
23,027
-16,423
| -42% | -$292K | ﹤0.01% | 2444 |
|
|
2023
Q3 | $569K | Sell |
39,450
-19,931
| -34% | -$287K | ﹤0.01% | 2138 |
|
|
2023
Q2 | $1M | Buy |
59,381
+5,716
| +11% | +$96.4K | ﹤0.01% | 1752 |
|
|
2023
Q1 | $874K | Buy |
53,665
+1,685
| +3% | +$27.4K | ﹤0.01% | 1747 |
|
|
2022
Q4 | $942K | Sell |
51,980
-6,867
| -12% | -$124K | ﹤0.01% | 1702 |
|
|
2022
Q3 | $803K | Buy |
58,847
+10,482
| +22% | +$143K | ﹤0.01% | 1733 |
|
|
2022
Q2 | $777K | Sell |
48,365
-13,815
| -22% | -$222K | ﹤0.01% | 1778 |
|
|
2022
Q1 | $1.43M | Sell |
62,180
-2,753
| -4% | -$63.3K | ﹤0.01% | 1558 |
|
|
2021
Q4 | $1.5M | Sell |
64,933
-122,174
| -65% | -$2.82M | ﹤0.01% | 1529 |
|
|
2021
Q3 | $4.51M | Buy |
187,107
+148,211
| +381% | +$3.57M | 0.01% | 862 |
|
|
2021
Q2 | $1.04M | Sell |
38,896
-56,455
| -59% | -$1.51M | ﹤0.01% | 1615 |
|
|
2021
Q1 | $2.41M | Buy |
95,351
+53,555
| +128% | +$1.35M | 0.01% | 1041 |
|
|
2020
Q4 | $727K | Buy |
41,796
+2,802
| +7% | +$48.7K | ﹤0.01% | 1427 |
|
|
2020
Q3 | $446K | Sell |
38,994
-3,962
| -9% | -$45.3K | ﹤0.01% | 1613 |
|
|
2020
Q2 | $461K | Sell |
42,956
-769,526
| -95% | -$8.26M | ﹤0.01% | 1496 |
|
|
2020
Q1 | $7.37M | Buy |
812,482
+15,528
| +2% | +$141K | 0.05% | 349 |
|
|
2019
Q4 | $14.3M | Sell |
796,954
-59,270
| -7% | -$1.07M | 0.08% | 252 |
|
|
2019
Q3 | $14.5M | Buy |
856,224
+235,762
| +38% | +$3.99M | 0.08% | 252 |
|
|
2019
Q2 | $12.7M | Buy |
620,462
+87,349
| +16% | +$1.79M | 0.08% | 282 |
|
|
2019
Q1 | $10.3M | Buy |
533,113
+351,132
| +193% | +$6.76M | 0.07% | 295 |
|
|
2018
Q4 | $3.06M | Sell |
181,981
-63,103
| -26% | -$1.06M | 0.02% | 609 |
|
|
2018
Q3 | $5.61M | Sell |
245,084
-40,162
| -14% | -$920K | 0.04% | 475 |
|
|
2018
Q2 | $7.59M | Buy |
285,246
+4,236
| +2% | +$113K | 0.06% | 355 |
|
|
2018
Q1 | $9M | Sell |
281,010
-8,658
| -3% | -$277K | 0.08% | 279 |
|
|
2017
Q4 | $10.6M | Buy |
289,668
+7,445
| +3% | +$272K | 0.09% | 254 |
|
|
2017
Q3 | $9.9M | Sell |
282,223
-17,952
| -6% | -$630K | 0.08% | 250 |
|
|
2017
Q2 | $10.6M | Buy |
300,175
+79,257
| +36% | +$2.79M | 0.09% | 235 |
|
|
2017
Q1 | $6.76M | Buy |
220,918
+33,154
| +18% | +$1.01M | 0.06% | 335 |
|
|
2016
Q4 | $5.69M | Buy |
187,764
+10,589
| +6% | +$321K | 0.06% | 341 |
|
|
2016
Q3 | $5.54M | Buy |
177,175
+23,340
| +15% | +$730K | 0.06% | 328 |
|
|
2016
Q2 | $3.93M | Buy |
153,835
+120,866
| +367% | +$3.09M | 0.05% | 403 |
|
|
2016
Q1 | $1.02M | Buy |
32,969
+2,844
| +9% | +$87.7K | ﹤0.01% | 968 |
|
|
2015
Q4 | $1.01M | Buy |
30,125
+14,746
| +96% | +$496K | 0.01% | 958 |
|
|
2015
Q3 | $484K | Sell |
15,379
-332
| -2% | -$10.4K | 0.01% | 1219 |
|
|
2015
Q2 | $589K | Sell |
15,711
-428
| -3% | -$16K | 0.01% | 962 |
|
|
2015
Q1 | $640K | Buy |
+16,139
| New | +$640K | 0.01% | 986 |
|