IMS
IVZ icon

Index Management Solutions’s Invesco IVZ Stock Holding History

Index Management Solutions’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
2015
Q3 		$24K Buy
766
+27
+4% +$961 0.02% 373
2015
Q2 		$28K Buy
739
+535
+262% +$21.4K 0.03% 419
2015
Q1 		$8K Sell
204
-639
-76% -$25K 0.01% 626
2014
Q4 		$33K Sell
843
-167
-17% -$6.58K ﹤0.01% 596
2014
Q3 		$40K Buy
1,010
+114
+13% +$4.48K ﹤0.01% 897
2014
Q2 		$34K Sell
896
-125
-12% -$4.52K ﹤0.01% 926
2014
Q1 		$38K Sell
1,021
-214
-17% -$7.42K 0.01% 972
2013
Q4 		$45K Buy
1,235
+195
+19% +$6.62K 0.01% 540
2013
Q3 		$33K Buy
+1,040
New +$33.2K 0.01% 605

Other funds holding IVZ

LTI
Laffer Tengler Investments Nashville, Tennessee $677M AUM 27.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return