Principal Financial Group’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.2M | Buy |
1,468,826
+70,462
| +5% | +$1.11M | 0.01% | 772 |
|
|
2025
Q1 | $21.2M | Buy |
1,398,364
+894,105
| +177% | +$13.6M | 0.01% | 790 |
|
|
2024
Q4 | $8.81M | Sell |
504,259
-7,591
| -1% | -$133K | ﹤0.01% | 1350 |
|
|
2024
Q3 | $8.99M | Buy |
511,850
+16,473
| +3% | +$289K | ﹤0.01% | 1339 |
|
|
2024
Q2 | $7.41M | Sell |
495,377
-11,239
| -2% | -$168K | ﹤0.01% | 1411 |
|
|
2024
Q1 | $8.4M | Buy |
506,616
+5,159
| +1% | +$85.6K | ﹤0.01% | 1396 |
|
|
2023
Q4 | $8.95M | Sell |
501,457
-6,745
| -1% | -$120K | 0.01% | 1342 |
|
|
2023
Q3 | $7.38M | Sell |
508,202
-32,778
| -6% | -$476K | 0.01% | 1375 |
|
|
2023
Q2 | $9.09M | Sell |
540,980
-27,503
| -5% | -$462K | 0.01% | 1296 |
|
|
2023
Q1 | $9.32M | Sell |
568,483
-3,555
| -0.6% | -$58.3K | 0.01% | 1292 |
|
|
2022
Q4 | $10.3M | Sell |
572,038
-44,323
| -7% | -$797K | 0.01% | 1227 |
|
|
2022
Q3 | $8.44M | Buy |
616,361
+54,277
| +10% | +$744K | 0.01% | 1285 |
|
|
2022
Q2 | $9.07M | Buy |
562,084
+140,252
| +33% | +$2.26M | 0.01% | 1318 |
|
|
2022
Q1 | $9.73M | Buy |
421,832
+2,488
| +0.6% | +$57.4K | 0.01% | 1389 |
|
|
2021
Q4 | $9.65M | Sell |
419,344
-16,657
| -4% | -$383K | 0.01% | 1422 |
|
|
2021
Q3 | $10.5M | Sell |
436,001
-55,843
| -11% | -$1.35M | 0.01% | 1378 |
|
|
2021
Q2 | $13.1M | Buy |
491,844
+10,211
| +2% | +$273K | 0.01% | 1284 |
|
|
2021
Q1 | $12.1M | Sell |
481,633
-62,194
| -11% | -$1.57M | 0.01% | 1287 |
|
|
2020
Q4 | $9.48M | Buy |
543,827
+9,986
| +2% | +$174K | 0.01% | 1264 |
|
|
2020
Q3 | $6.09M | Sell |
533,841
-77,049
| -13% | -$879K | 0.01% | 1362 |
|
|
2020
Q2 | $6.57M | Buy |
610,890
+64,485
| +12% | +$694K | 0.01% | 1298 |
|
|
2020
Q1 | $4.96M | Buy |
546,405
+12,349
| +2% | +$112K | 0.01% | 1280 |
|
|
2019
Q4 | $9.6M | Sell |
534,056
-33,556
| -6% | -$603K | 0.01% | 1279 |
|
|
2019
Q3 | $9.62M | Sell |
567,612
-200,593
| -26% | -$3.4M | 0.01% | 1222 |
|
|
2019
Q2 | $15.7M | Buy |
768,205
+182,848
| +31% | +$3.74M | 0.01% | 955 |
|
|
2019
Q1 | $11.3M | Sell |
585,357
-25,204
| -4% | -$487K | 0.01% | 1161 |
|
|
2018
Q4 | $10.2M | Sell |
610,561
-8,374
| -1% | -$140K | 0.01% | 1167 |
|
|
2018
Q3 | $14.2M | Buy |
618,935
+6,813
| +1% | +$156K | 0.01% | 1092 |
|
|
2018
Q2 | $16.3M | Sell |
612,122
-23,063
| -4% | -$613K | 0.01% | 961 |
|
|
2018
Q1 | $20.3M | Buy |
635,185
+9,830
| +2% | +$315K | 0.02% | 778 |
|
|
2017
Q4 | $22.9M | Buy |
625,355
+13,716
| +2% | +$501K | 0.02% | 729 |
|
|
2017
Q3 | $21.4M | Sell |
611,639
-14,235
| -2% | -$499K | 0.02% | 733 |
|
|
2017
Q2 | $22M | Buy |
625,874
+6,632
| +1% | +$233K | 0.02% | 710 |
|
|
2017
Q1 | $19M | Sell |
619,242
-15,929
| -3% | -$488K | 0.02% | 749 |
|
|
2016
Q4 | $19.3M | Buy |
635,171
+15,353
| +2% | +$466K | 0.02% | 716 |
|
|
2016
Q3 | $19.4M | Sell |
619,818
-16,584
| -3% | -$519K | 0.03% | 676 |
|
|
2016
Q2 | $16.3M | Buy |
636,402
+5,094
| +0.8% | +$130K | 0.02% | 742 |
|
|
2016
Q1 | $19.4M | Buy |
631,308
+26,012
| +4% | +$800K | 0.03% | 600 |
|
|
2015
Q4 | $20.3M | Sell |
605,296
-6,693
| -1% | -$224K | 0.03% | 562 |
|
|
2015
Q3 | $19.1M | Sell |
611,989
-6,566
| -1% | -$205K | 0.03% | 561 |
|
|
2015
Q2 | $23.2M | Buy |
618,555
+5,047
| +0.8% | +$189K | 0.03% | 520 |
|
|
2015
Q1 | $24.4M | Buy |
613,508
+9,160
| +2% | +$364K | 0.04% | 463 |
|
|
2014
Q4 | $23.9M | Buy |
604,348
+24,727
| +4% | +$977K | 0.04% | 461 |
|
|
2014
Q3 | $22.9M | Buy |
579,621
+10,972
| +2% | +$433K | 0.04% | 446 |
|
|
2014
Q2 | $21.5M | Buy |
568,649
+22,878
| +4% | +$864K | 0.04% | 486 |
|
|
2014
Q1 | $20.2M | Sell |
545,771
-21,767
| -4% | -$805K | 0.04% | 491 |
|
|
2013
Q4 | $20.7M | Sell |
567,538
-10,089
| -2% | -$367K | 0.04% | 484 |
|
|
2013
Q3 | $18.4M | Sell |
577,627
-25,417
| -4% | -$811K | 0.04% | 487 |
|
|
2013
Q2 | $19.2M | Buy |
+603,044
| New | +$19.2M | 0.04% | 460 |
|