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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
Q2 		– Sell
-1,500
Closed -$1 – 353
2024
Q1 		$1 Buy
+1,500
New +$24.2K ﹤0.01% 117
2022
Q2 		– Sell
-1,250
Closed -$365K – 547
2022
Q1 		$365K Buy
+1,250
New +$27.7K 0.01% 182
2020
Q1 		– Sell
-952
Closed -$17K – 633
2019
Q4 		$17K Buy
+952
New +$16.2K ﹤0.01% 821

Other funds holding IVZ

MMLI
Massachusetts Mutual Life Insurance Springfield, Massachusetts $2.38B AUM 57.6% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $240B 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

Itau Unibanco Holding S.A.'s IVZ Position: Q3 2024 in Review

Itau Unibanco Holding S.A. sold out of Invesco (IVZ) in Q3 2024, closing a stake of 30,300 shares — an estimated $14.5M sold.

Itau Unibanco Holding S.A. first reported a position in IVZ in Q1 2017 and held it in 10 quarters. The position peaked at $16.1M in Q1 2022. 493 funds tracked by Wall St. Rank hold IVZ as of Q3 2024.

  • Itau Unibanco Holding S.A. reported no remaining Invesco position as of Q3 2024 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 30,300 Invesco shares in Q3 2024, an estimated $14.5M.
  • Itau Unibanco Holding S.A. first reported a position in Invesco in Q1 2017 and held it in 10 quarters.
  • Itau Unibanco Holding S.A.'s Invesco position peaked at $16.1M in Q1 2022.
  • 493 funds tracked by Wall St. Rank held Invesco as of Q3 2024.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q3 2024, filed 14 Nov 2024.