LPL Financial’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.55M | Buy |
288,547
+93,720
| +48% | +$1.48M | ﹤0.01% | 2380 |
|
|
2025
Q1 | $2.96M | Buy |
194,827
+2,922
| +2% | +$44.3K | ﹤0.01% | 2566 |
|
|
2024
Q4 | $3.35M | Sell |
191,905
-3,215
| -2% | -$56.2K | ﹤0.01% | 2395 |
|
|
2024
Q3 | $3.43M | Sell |
195,120
-5,634
| -3% | -$98.9K | ﹤0.01% | 2255 |
|
|
2024
Q2 | $3M | Sell |
200,754
-23,896
| -11% | -$357K | ﹤0.01% | 2248 |
|
|
2024
Q1 | $3.73M | Buy |
224,650
+19,387
| +9% | +$322K | ﹤0.01% | 2003 |
|
|
2023
Q4 | $3.66M | Buy |
205,263
+4,088
| +2% | +$72.9K | ﹤0.01% | 1894 |
|
|
2023
Q3 | $2.92M | Buy |
201,175
+2,800
| +1% | +$40.7K | ﹤0.01% | 1977 |
|
|
2023
Q2 | $3.33M | Buy |
198,375
+47,041
| +31% | +$791K | ﹤0.01% | 1829 |
|
|
2023
Q1 | $2.48M | Buy |
151,334
+5,930
| +4% | +$97.3K | ﹤0.01% | 1969 |
|
|
2022
Q4 | $2.62M | Sell |
145,404
-85,139
| -37% | -$1.53M | ﹤0.01% | 1878 |
|
|
2022
Q3 | $3.16M | Buy |
230,543
+72,488
| +46% | +$993K | ﹤0.01% | 1675 |
|
|
2022
Q2 | $2.55M | Sell |
158,055
-67,211
| -30% | -$1.08M | ﹤0.01% | 1833 |
|
|
2022
Q1 | $5.2M | Sell |
225,266
-27,734
| -11% | -$640K | ﹤0.01% | 1411 |
|
|
2021
Q4 | $5.82M | Sell |
253,000
-53,817
| -18% | -$1.24M | ﹤0.01% | 1360 |
|
|
2021
Q3 | $7.4M | Buy |
306,817
+2,171
| +0.7% | +$52.3K | 0.01% | 1126 |
|
|
2021
Q2 | $8.14M | Sell |
304,646
-112,980
| -27% | -$3.02M | 0.01% | 1027 |
|
|
2021
Q1 | $10.5M | Buy |
417,626
+155,790
| +59% | +$3.93M | 0.01% | 807 |
|
|
2020
Q4 | $4.56M | Buy |
261,836
+5,697
| +2% | +$99.3K | 0.01% | 1167 |
|
|
2020
Q3 | $2.92M | Buy |
256,139
+18,957
| +8% | +$216K | ﹤0.01% | 1244 |
|
|
2020
Q2 | $2.55M | Sell |
237,182
-116,414
| -33% | -$1.25M | ﹤0.01% | 1220 |
|
|
2020
Q1 | $3.21M | Buy |
353,596
+24,240
| +7% | +$220K | 0.01% | 929 |
|
|
2019
Q4 | $5.92M | Buy |
329,356
+31,282
| +10% | +$562K | 0.01% | 774 |
|
|
2019
Q3 | $5.05M | Buy |
298,074
+10,798
| +4% | +$183K | 0.01% | 792 |
|
|
2019
Q2 | $5.88M | Buy |
287,276
+63,943
| +29% | +$1.31M | 0.01% | 716 |
|
|
2019
Q1 | $4.31M | Buy |
223,333
+22,337
| +11% | +$431K | 0.01% | 833 |
|
|
2018
Q4 | $3.37M | Sell |
200,996
-97
| -0% | -$1.62K | 0.01% | 847 |
|
|
2018
Q3 | $4.6M | Buy |
201,093
+82,076
| +69% | +$1.88M | 0.01% | 774 |
|
|
2018
Q2 | $3.16M | Buy |
119,017
+49,953
| +72% | +$1.33M | 0.01% | 907 |
|
|
2018
Q1 | $2.21M | Buy |
69,064
+19,931
| +41% | +$638K | 0.01% | 1045 |
|
|
2017
Q4 | $1.8M | Buy |
49,133
+12,469
| +34% | +$456K | 0.01% | 1136 |
|
|
2017
Q3 | $1.29M | Buy |
36,664
+12,110
| +49% | +$424K | ﹤0.01% | 1256 |
|
|
2017
Q2 | $864K | Buy |
24,554
+186
| +0.8% | +$6.55K | ﹤0.01% | 1465 |
|
|
2017
Q1 | $745K | Buy |
+24,368
| New | +$745K | 0.01% | 1475 |
|
|
2016
Q2 | – | Sell |
-12,703
| Closed | -$390K | – | 2802 |
|
|
2016
Q1 | $390K | Sell |
12,703
-5,428
| -30% | -$167K | ﹤0.01% | 2332 |
|
|
2015
Q4 | $600K | Sell |
18,131
-18,848
| -51% | -$624K | ﹤0.01% | 2077 |
|
|
2015
Q3 | $1.2M | Sell |
36,979
-1,994
| -5% | -$64.8K | 0.01% | 1129 |
|
|
2015
Q2 | $1.45M | Buy |
38,973
+9,744
| +33% | +$363K | 0.01% | 1101 |
|
|
2015
Q1 | $1.16M | Sell |
29,229
-7,640
| -21% | -$304K | 0.01% | 1246 |
|
|
2014
Q4 | $1.46M | Buy |
36,869
+5,172
| +16% | +$204K | 0.01% | 1068 |
|
|
2014
Q3 | $1.23M | Sell |
31,697
-22
| -0.1% | -$854 | 0.01% | 1140 |
|
|
2014
Q2 | $1.2M | Buy |
31,719
+1,031
| +3% | +$38.9K | 0.01% | 1197 |
|
|
2014
Q1 | $1.14M | Buy |
30,688
+6,443
| +27% | +$238K | 0.01% | 1184 |
|
|
2013
Q4 | $883K | Buy |
24,245
+17,640
| +267% | +$642K | 0.01% | 1316 |
|
|
2013
Q3 | $229K | Sell |
6,605
-1,150
| -15% | -$39.9K | ﹤0.01% | 2219 |
|
|
2013
Q2 | $247K | Buy |
+7,755
| New | +$247K | ﹤0.01% | 2044 |
|