Nisa Investment Advisors’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $910K | Sell |
57,717
-141,438
| -71% | -$2.23M | ﹤0.01% | 835 |
|
|
2025
Q1 | $3.02M | Buy |
199,155
+40,665
| +26% | +$617K | 0.02% | 534 |
|
|
2024
Q4 | $2.77M | Sell |
158,490
-371
| -0.2% | -$6.49K | 0.01% | 587 |
|
|
2024
Q3 | $2.79M | Buy |
158,861
+5
| +0% | +$88 | 0.02% | 575 |
|
|
2024
Q2 | $2.38M | Sell |
158,856
-30
| -0% | -$449 | 0.01% | 638 |
|
|
2024
Q1 | $2.64M | Buy |
158,886
+86
| +0.1% | +$1.43K | 0.02% | 619 |
|
|
2023
Q4 | $2.83M | Sell |
158,800
-7,990
| -5% | -$143K | 0.02% | 550 |
|
|
2023
Q3 | $2.42M | Buy |
166,790
+9,800
| +6% | +$142K | 0.02% | 612 |
|
|
2023
Q2 | $2.64M | Sell |
156,990
-14,488
| -8% | -$244K | 0.02% | 595 |
|
|
2023
Q1 | $2.81M | Buy |
171,478
+7,417
| +5% | +$122K | 0.02% | 570 |
|
|
2022
Q4 | $2.95M | Buy |
164,061
+5,561
| +4% | +$100K | 0.02% | 602 |
|
|
2022
Q3 | $2.17M | Buy |
158,500
+310
| +0.2% | +$4.25K | 0.02% | 603 |
|
|
2022
Q2 | $2.55M | Hold |
158,190
| – | – | 0.02% | 567 |
|
|
2022
Q1 | $3.65M | Hold |
158,190
| – | – | 0.03% | 499 |
|
|
2021
Q4 | $3.59M | Sell |
158,190
-13,460
| -8% | -$305K | 0.03% | 486 |
|
|
2021
Q3 | $4.14K | Sell |
171,650
-48,820
| -22% | -$1.18K | 0.03% | 496 |
|
|
2021
Q2 | $5.89K | Buy |
220,470
+36,320
| +20% | +$971 | 0.04% | 399 |
|
|
2021
Q1 | $4.64K | Sell |
184,150
-1,270,987
| -87% | -$32.1K | 0.03% | 470 |
|
|
2020
Q4 | $25.4M | Buy |
1,455,137
+1,385,651
| +1,994% | +$24.2M | 0.16% | 138 |
|
|
2020
Q3 | $793K | Buy |
69,486
+30,000
| +76% | +$342K | 0.01% | 888 |
|
|
2020
Q2 | $425K | Buy |
39,486
+5,560
| +16% | +$59.8K | ﹤0.01% | 1073 |
|
|
2020
Q1 | $308K | Sell |
33,926
-16,020
| -32% | -$145K | ﹤0.01% | 1075 |
|
|
2019
Q4 | $898K | Sell |
49,946
-48,475
| -49% | -$872K | 0.01% | 910 |
|
|
2019
Q3 | $1.67M | Sell |
98,421
-32,760
| -25% | -$555K | 0.01% | 703 |
|
|
2019
Q2 | $2.68M | Sell |
131,181
-945
| -0.7% | -$19.3K | 0.03% | 538 |
|
|
2019
Q1 | $2.55M | Sell |
132,126
-2,800
| -2% | -$54.1K | 0.02% | 550 |
|
|
2018
Q4 | $2.26M | Sell |
134,926
-18,985
| -12% | -$318K | 0.03% | 544 |
|
|
2018
Q3 | $3.52M | Sell |
153,911
-195
| -0.1% | -$4.46K | 0.03% | 467 |
|
|
2018
Q2 | $4.09M | Sell |
154,106
-36,195
| -19% | -$961K | 0.04% | 408 |
|
|
2018
Q1 | $6.11M | Buy |
190,301
+1,680
| +0.9% | +$54K | 0.06% | 286 |
|
|
2017
Q4 | $6.89M | Sell |
188,621
-1,305
| -0.7% | -$47.7K | 0.07% | 271 |
|
|
2017
Q3 | $6.66M | Sell |
189,926
-7,950
| -4% | -$279K | 0.07% | 266 |
|
|
2017
Q2 | $6.87M | Buy |
197,876
+9,000
| +5% | +$312K | 0.08% | 250 |
|
|
2017
Q1 | $5.79M | Buy |
188,876
+29,900
| +19% | +$916K | 0.07% | 294 |
|
|
2016
Q4 | $4.82M | Buy |
158,976
+16,335
| +11% | +$496K | 0.06% | 327 |
|
|
2016
Q3 | $4.46M | Buy |
142,641
+5,765
| +4% | +$180K | 0.06% | 339 |
|
|
2016
Q2 | $3.5M | Sell |
136,876
-20,350
| -13% | -$520K | 0.05% | 385 |
|
|
2016
Q1 | $4.84M | Buy |
157,226
+20,600
| +15% | +$634K | 0.07% | 305 |
|
|
2015
Q4 | $4.57M | Sell |
136,626
-2,950
| -2% | -$98.8K | 0.07% | 298 |
|
|
2015
Q3 | $4.38M | Sell |
139,576
-4,900
| -3% | -$154K | 0.07% | 305 |
|
|
2015
Q2 | $5.42M | Sell |
144,476
-2,100
| -1% | -$78.7K | 0.08% | 268 |
|
|
2015
Q1 | $5.82M | Sell |
146,576
-50
| -0% | -$1.99K | 0.08% | 250 |
|
|
2014
Q4 | $5.8M | Sell |
146,626
-4,600
| -3% | -$182K | 0.08% | 246 |
|
|
2014
Q3 | $5.97M | Hold |
151,226
| – | – | 0.08% | 236 |
|
|
2014
Q2 | $5.71M | Buy |
151,226
+170
| +0.1% | +$6.42K | 0.08% | 245 |
|
|
2014
Q1 | $5.59M | Sell |
151,056
-7,200
| -5% | -$266K | 0.08% | 245 |
|
|
2013
Q4 | $5.76M | Buy |
158,256
+5,900
| +4% | +$215K | 0.08% | 234 |
|
|
2013
Q3 | $4.86M | Hold |
152,356
| – | – | 0.07% | 252 |
|
|
2013
Q2 | $4.85M | Buy |
+152,356
| New | +$4.85M | 0.08% | 236 |
|