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IVZ icon

HRT Financial’s Invesco IVZ Stock Holding History

HRT Financial’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
2025
Q2 		– Sell
-172,038
Closed -$2.61M – 3130
2025
Q1 		$2.61M Buy
172,038
+59,609
+53% +$1.02M 0.02% 695
2024
Q4 		$1.97M Buy
112,429
+14,270
+15% +$254K 0.01% 752
2024
Q3 		$1.72M Sell
98,159
-56,483
-37% -$927K 0.01% 943
2024
Q2 		$2.31M Buy
+154,642
New +$2.38M 0.01% 674
2024
Q1 		– Sell
-41,482
Closed -$740K – 2692
2023
Q4 		$740K Buy
+41,482
New +$598K 0.01% 1144
2023
Q2 		– Sell
-38,830
Closed -$636K – 2870
2023
Q1 		$636K Buy
+38,830
New +$693K 0.01% 1211
2022
Q1 		– Sell
-10,529
Closed -$242K – 3481
2021
Q4 		$242K Sell
10,529
-138,701
-93% -$3.38M ﹤0.01% 2410
2021
Q3 		$3.6M Buy
149,230
+69,484
+87% +$1.74M 0.02% 444
2021
Q2 		$2.13M Buy
+79,746
New +$2.17M 0.02% 589
2021
Q1 		– Sell
-588,346
Closed -$10.3M – 2927
2020
Q4 		$10.3M Buy
+588,346
New +$9.05M 0.22% 85
2020
Q1 		– Sell
-69,034
Closed -$1.24M – 1069
2019
Q4 		$1.24M Buy
69,034
+49,878
+260% +$851K 0.06% 278
2019
Q3 		$324K Buy
19,156
+7,281
+61% +$129K 0.02% 896
2019
Q2 		$242K Buy
+11,875
New +$247K 0.02% 588

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
TFM
Trian Fund Management New York $3.86B AUM 26.59% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return