Neuberger Berman Group’s Invesco IVZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.12M | Buy |
70,788
+3,701
| +6% | +$58.4K | ﹤0.01% | 1317 |
|
|
2025
Q1 | $1.02M | Buy |
67,087
+2,152
| +3% | +$32.6K | ﹤0.01% | 1307 |
|
|
2024
Q4 | $1.14M | Sell |
64,935
-1,336
| -2% | -$23.4K | ﹤0.01% | 1276 |
|
|
2024
Q3 | $1.16M | Buy |
66,271
+1,163
| +2% | +$20.4K | ﹤0.01% | 1254 |
|
|
2024
Q2 | $974K | Buy |
65,108
+5,815
| +10% | +$87K | ﹤0.01% | 1290 |
|
|
2024
Q1 | $984K | Buy |
59,293
+123
| +0.2% | +$2.04K | ﹤0.01% | 1290 |
|
|
2023
Q4 | $1.06M | Buy |
59,170
+4,918
| +9% | +$87.7K | ﹤0.01% | 1271 |
|
|
2023
Q3 | $788K | Buy |
54,252
+30,823
| +132% | +$448K | ﹤0.01% | 1322 |
|
|
2023
Q2 | $394K | Sell |
23,429
-6,568
| -22% | -$110K | ﹤0.01% | 1504 |
|
|
2023
Q1 | $492K | Buy |
29,997
+10,230
| +52% | +$168K | ﹤0.01% | 1463 |
|
|
2022
Q4 | $356K | Sell |
19,767
-15,429
| -44% | -$278K | ﹤0.01% | 1543 |
|
|
2022
Q3 | $485K | Buy |
35,196
+7,927
| +29% | +$109K | ﹤0.01% | 1478 |
|
|
2022
Q2 | $442K | Sell |
27,269
-4,479
| -14% | -$72.6K | ﹤0.01% | 1515 |
|
|
2022
Q1 | $735K | Buy |
31,748
+9,306
| +41% | +$215K | ﹤0.01% | 1428 |
|
|
2021
Q4 | $445K | Buy |
+22,442
| New | +$445K | ﹤0.01% | 1573 |
|
|
2021
Q2 | – | Sell |
-10,473
| Closed | -$242K | – | 1789 |
|
|
2021
Q1 | $242K | Buy |
+10,473
| New | +$242K | ﹤0.01% | 1653 |
|
|
2020
Q2 | – | Sell |
-11,429
| Closed | -$104K | – | 1560 |
|
|
2020
Q1 | $104K | Sell |
11,429
-15,748
| -58% | -$143K | ﹤0.01% | 1471 |
|
|
2019
Q4 | $489K | Buy |
27,177
+4,612
| +20% | +$83K | ﹤0.01% | 1294 |
|
|
2019
Q3 | $383K | Sell |
22,565
-23,501
| -51% | -$399K | ﹤0.01% | 1325 |
|
|
2019
Q2 | $943K | Buy |
46,066
+2,149
| +5% | +$44K | ﹤0.01% | 1174 |
|
|
2019
Q1 | $848K | Buy |
43,917
+30,601
| +230% | +$591K | ﹤0.01% | 1152 |
|
|
2018
Q4 | $223K | Sell |
13,316
-23,521
| -64% | -$394K | ﹤0.01% | 1460 |
|
|
2018
Q3 | $843K | Buy |
36,837
+4,045
| +12% | +$92.6K | ﹤0.01% | 1226 |
|
|
2018
Q2 | $870K | Sell |
32,792
-24,152
| -42% | -$641K | ﹤0.01% | 1272 |
|
|
2018
Q1 | $1.82M | Buy |
56,944
+1,888
| +3% | +$60.4K | ﹤0.01% | 1042 |
|
|
2017
Q4 | $2.01M | Buy |
55,056
+1,884
| +4% | +$68.9K | ﹤0.01% | 1027 |
|
|
2017
Q3 | $1.86M | Buy |
53,172
+6,158
| +13% | +$216K | ﹤0.01% | 1004 |
|
|
2017
Q2 | $1.65M | Sell |
47,014
-6,349
| -12% | -$223K | ﹤0.01% | 1037 |
|
|
2017
Q1 | $1.64M | Buy |
53,363
+3,441
| +7% | +$105K | ﹤0.01% | 1039 |
|
|
2016
Q4 | $1.52M | Sell |
49,922
-9,552
| -16% | -$290K | ﹤0.01% | 1042 |
|
|
2016
Q3 | $1.86M | Sell |
59,474
-3,282
| -5% | -$103K | ﹤0.01% | 975 |
|
|
2016
Q2 | $1.6M | Sell |
62,756
-14,896
| -19% | -$380K | ﹤0.01% | 1010 |
|
|
2016
Q1 | $2.39M | Sell |
77,652
-1,750,720
| -96% | -$53.9M | ﹤0.01% | 957 |
|
|
2015
Q4 | $61.2M | Sell |
1,828,372
-756,840
| -29% | -$25.3M | 0.08% | 330 |
|
|
2015
Q3 | $80.7M | Sell |
2,585,212
-797,731
| -24% | -$24.9M | 0.1% | 274 |
|
|
2015
Q2 | $127M | Sell |
3,382,943
-138,426
| -4% | -$5.19M | 0.14% | 207 |
|
|
2015
Q1 | $140M | Sell |
3,521,369
-3,291,967
| -48% | -$131M | 0.15% | 193 |
|
|
2014
Q4 | $269M | Sell |
6,813,336
-519,354
| -7% | -$20.5M | 0.28% | 93 |
|
|
2014
Q3 | $289M | Buy |
7,332,690
+22,825
| +0.3% | +$901K | 0.3% | 84 |
|
|
2014
Q2 | $276M | Buy |
7,309,865
+583,954
| +9% | +$22M | 0.27% | 96 |
|
|
2014
Q1 | $249M | Buy |
6,725,911
+209,642
| +3% | +$7.76M | 0.25% | 109 |
|
|
2013
Q4 | $237M | Buy |
6,516,269
+4,554,355
| +232% | +$166M | 0.24% | 111 |
|
|
2013
Q3 | $62.6M | Buy |
1,961,914
+908,914
| +86% | +$29M | 0.07% | 364 |
|
|
2013
Q2 | $33.5M | Buy |
+1,053,000
| New | +$33.5M | 0.04% | 482 |
|