MIFH
IVZ icon

Migdal Insurance & Financial Holdings’s Invesco IVZ Stock Holding History

Migdal Insurance & Financial Holdings’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
2019
Q3 		– Sell
-11,065
Closed -$226K – 764
2019
Q2 		$226K Buy
11,065
+2,916
+36% +$60.5K 0.01% 454
2019
Q1 		$157K Buy
8,149
+7,011
+616% +$131K ﹤0.01% 423
2018
Q4 		$19K Sell
1,138
-4,551
-80% -$91.1K ﹤0.01% 643
2018
Q3 		$130K Buy
5,689
+2,539
+81% +$63.5K ﹤0.01% 568
2018
Q2 		$84K Buy
3,150
+2,305
+273% +$66.3K ﹤0.01% 538
2018
Q1 		$27K Buy
845
+142
+20% +$4.9K ﹤0.01% 493
2017
Q4 		$26K Buy
703
+201
+40% +$7.27K ﹤0.01% 461
2017
Q3 		$18K Buy
+502
New +$17.1K ﹤0.01% 510

Other funds holding IVZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return