Jones Financial Companies’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.86M | Buy |
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|
2025
Q1 | $1.3M | Buy |
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|
2024
Q4 | $1.14M | Buy |
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|
2024
Q3 | $792K | Buy |
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|
2024
Q2 | $272K | Buy |
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|
2024
Q1 | $35.7K | Sell |
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|
2023
Q4 | $52.5K | Buy |
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|
2023
Q3 | $31.6K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $7K | Buy |
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|
2022
Q2 | $3K | Sell |
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|
2022
Q1 | $16K | Sell |
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|
2021
Q4 | $106K | Buy |
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|
2021
Q3 | $44K | Sell |
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|
2021
Q2 | $51K | Sell |
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|
2021
Q1 | $78K | Buy |
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|
2020
Q4 | $32K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $114K | Sell |
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|
2019
Q4 | $546K | Sell |
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|
2019
Q3 | $769K | Sell |
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|
2019
Q2 | $1.06M | Sell |
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|
2019
Q1 | $1.14M | Buy |
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|
2018
Q4 | $853K | Buy |
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|
2018
Q3 | $1.14M | Sell |
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|
2018
Q2 | $1.43M | Buy |
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|
2018
Q1 | $1.71M | Buy |
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|
2017
Q4 | $1.89M | Buy |
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|
2017
Q3 | $1.69M | Sell |
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|
2017
Q2 | $1.84M | Buy |
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|
2017
Q1 | $1.53M | Sell |
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|
2016
Q4 | $1.62M | Sell |
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|
2016
Q3 | $1.93M | Buy |
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|
2016
Q2 | $1.47M | Sell |
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|
2016
Q1 | $1.88M | Buy |
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|
2015
Q4 | $1.79M | Buy |
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|
2015
Q3 | $1.57M | Buy |
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|
2015
Q2 | $1.83M | Buy |
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|
2015
Q1 | $1.9M | Buy |
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|
2014
Q4 | $1.88M | Sell |
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|
2014
Q3 | $1.9M | Buy |
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|
2014
Q2 | $1.48M | Buy |
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|
2014
Q1 | $1.39M | Buy |
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|
2013
Q4 | $1.31M | Sell |
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|
2013
Q3 | $1.17M | Buy |
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|
2013
Q2 | $1.16M | Buy |
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