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Itau Unibanco Holding S.A.’s Invesco IVZ Stock Holding History

Itau Unibanco Holding S.A.’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
Q3 		– Sell
-30,300
Closed -$14.5M – 382
2024
Q2 		$14.5M Buy
+30,300
New +$466K 0.59% 34
2024
Q1 		– Hold
0
– – – 249
2022
Q2 		– Sell
-44,500
Closed -$16.1M – 547
2022
Q1 		$16.1M Buy
+44,500
New +$987K 0.46% 32
2020
Q1 		– Hold
0
– – – 640
2019
Q4 		– Hold
0
– – – 942
2019
Q2 		– Sell
-3,311
Closed -$55K – 814
2019
Q1 		$55K Hold
3,311
– – ﹤0.01% 515
2018
Q4 		$55K Sell
3,311
-474
-13% -$9.49K ﹤0.01% 515
2018
Q3 		$87K Buy
+3,785
New +$94.6K 0.01% 505
2018
Q2 		– Sell
-16,524
Closed -$529K – 790
2018
Q1 		$529K Buy
16,524
+7,618
+86% +$263K 0.03% 207
2017
Q4 		$325K Buy
8,906
+2,546
+40% +$92.1K 0.02% 208
2017
Q3 		$705K Buy
6,360
+6,130
+2,665% +$209K 0.05% 220
2017
Q2 		$8K Sell
230
-220
-49% -$7.17K ﹤0.01% 544
2017
Q1 		$14K Buy
+450
New +$14.1K ﹤0.01% 489

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.17B AUM 48.68% 1-Year Est. Return
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
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return