MML Investors Services’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $954K | Buy |
60,491
+30,540
| +102% | +$482K | ﹤0.01% | 1689 |
|
|
2025
Q1 | $454K | Buy |
29,951
+2,220
| +8% | +$33.7K | ﹤0.01% | 2048 |
|
|
2024
Q4 | $485K | Buy |
27,731
+1,863
| +7% | +$32.6K | ﹤0.01% | 1930 |
|
|
2024
Q3 | $454K | Buy |
25,868
+4,620
| +22% | +$81.1K | ﹤0.01% | 1923 |
|
|
2024
Q2 | $318K | Buy |
21,248
+473
| +2% | +$7.08K | ﹤0.01% | 2049 |
|
|
2024
Q1 | $345K | Sell |
20,775
-1,632
| -7% | -$27.1K | ﹤0.01% | 2017 |
|
|
2023
Q4 | $400K | Buy |
22,407
+972
| +5% | +$17.4K | ﹤0.01% | 1881 |
|
|
2023
Q3 | $311K | Buy |
21,435
+34
| +0.2% | +$493 | ﹤0.01% | 1900 |
|
|
2023
Q2 | $360K | Buy |
21,401
+2,287
| +12% | +$38.5K | ﹤0.01% | 1831 |
|
|
2023
Q1 | $313K | Buy |
19,114
+389
| +2% | +$6.37K | ﹤0.01% | 1655 |
|
|
2022
Q4 | $337K | Sell |
18,725
-50
| -0.3% | -$900 | ﹤0.01% | 1700 |
|
|
2022
Q3 | $257K | Buy |
18,775
+2,106
| +13% | +$28.8K | ﹤0.01% | 1776 |
|
|
2022
Q2 | $269K | Sell |
16,669
-521
| -3% | -$8.41K | ﹤0.01% | 1738 |
|
|
2022
Q1 | $396K | Sell |
17,190
-190
| -1% | -$4.38K | ﹤0.01% | 1580 |
|
|
2021
Q4 | $400K | Buy |
17,380
+1,002
| +6% | +$23.1K | ﹤0.01% | 1536 |
|
|
2021
Q3 | $395K | Buy |
16,378
+1,337
| +9% | +$32.2K | ﹤0.01% | 1480 |
|
|
2021
Q2 | $402K | Buy |
15,041
+249
| +2% | +$6.66K | ﹤0.01% | 1442 |
|
|
2021
Q1 | $373K | Buy |
14,792
+208
| +1% | +$5.25K | ﹤0.01% | 1402 |
|
|
2020
Q4 | $254K | Sell |
14,584
-11,749
| -45% | -$205K | ﹤0.01% | 1484 |
|
|
2020
Q3 | $300K | Buy |
26,333
+2,267
| +9% | +$25.8K | ﹤0.01% | 1282 |
|
|
2020
Q2 | $259K | Sell |
24,066
-53,721
| -69% | -$578K | ﹤0.01% | 1288 |
|
|
2020
Q1 | $706K | Buy |
77,787
+7,185
| +10% | +$65.2K | 0.01% | 735 |
|
|
2019
Q4 | $1.27M | Buy |
70,602
+3,717
| +6% | +$66.8K | 0.02% | 631 |
|
|
2019
Q3 | $1.13M | Sell |
66,885
-13,250
| -17% | -$224K | 0.02% | 627 |
|
|
2019
Q2 | $1.64M | Buy |
80,135
+24,061
| +43% | +$492K | 0.02% | 554 |
|
|
2019
Q1 | $1.08M | Buy |
56,074
+749
| +1% | +$14.5K | 0.02% | 671 |
|
|
2018
Q4 | $926K | Sell |
55,325
-8,783
| -14% | -$147K | 0.02% | 662 |
|
|
2018
Q3 | $1.47M | Buy |
64,108
+34,360
| +116% | +$786K | 0.02% | 550 |
|
|
2018
Q2 | $790K | Buy |
29,748
+5,750
| +24% | +$153K | 0.02% | 659 |
|
|
2018
Q1 | $768K | Buy |
23,998
+553
| +2% | +$17.7K | 0.02% | 659 |
|
|
2017
Q4 | $857K | Buy |
23,445
+2,240
| +11% | +$81.9K | 0.02% | 605 |
|
|
2017
Q3 | $743K | Buy |
21,205
+614
| +3% | +$21.5K | 0.02% | 615 |
|
|
2017
Q2 | $725K | Buy |
20,591
+735
| +4% | +$25.9K | 0.01% | 626 |
|
|
2017
Q1 | $608K | Buy |
+19,856
| New | +$608K | 0.01% | 395 |
|