Truist Financial’s Invesco IVZ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.53M | Sell |
96,809
-660
| -0.7% | -$10.4K | ﹤0.01% | 1402 |
|
|
2025
Q1 | $1.48M | Sell |
97,469
-460
| -0.5% | -$6.98K | ﹤0.01% | 1354 |
|
|
2024
Q4 | $1.71M | Sell |
97,929
-174,760
| -64% | -$3.05M | ﹤0.01% | 1294 |
|
|
2024
Q3 | $4.79M | Buy |
272,689
+63,696
| +30% | +$1.12M | 0.01% | 837 |
|
|
2024
Q2 | $3.13M | Buy |
208,993
+68,221
| +48% | +$1.02M | ﹤0.01% | 1063 |
|
|
2024
Q1 | $2.34M | Buy |
140,772
+32,315
| +30% | +$536K | ﹤0.01% | 1204 |
|
|
2023
Q4 | $1.93M | Sell |
108,457
-12,578
| -10% | -$224K | ﹤0.01% | 1271 |
|
|
2023
Q3 | $1.76M | Sell |
121,035
-110,724
| -48% | -$1.61M | ﹤0.01% | 1297 |
|
|
2023
Q2 | $3.9M | Buy |
231,759
+96,151
| +71% | +$1.62M | 0.01% | 934 |
|
|
2023
Q1 | $2.22M | Buy |
135,608
+2,964
| +2% | +$48.6K | ﹤0.01% | 1173 |
|
|
2022
Q4 | $2.39M | Sell |
132,644
-6,997
| -5% | -$126K | ﹤0.01% | 1121 |
|
|
2022
Q3 | $1.91M | Buy |
139,641
+1,983
| +1% | +$27.2K | ﹤0.01% | 1192 |
|
|
2022
Q2 | $2.22M | Sell |
137,658
-8,385
| -6% | -$135K | ﹤0.01% | 1161 |
|
|
2022
Q1 | $3.37M | Sell |
146,043
-2,001
| -1% | -$46.1K | 0.01% | 1040 |
|
|
2021
Q4 | $3.41M | Sell |
148,044
-1,596
| -1% | -$36.7K | 0.01% | 1043 |
|
|
2021
Q3 | $3.61M | Sell |
149,640
-5,510
| -4% | -$133K | 0.01% | 1008 |
|
|
2021
Q2 | $4.15M | Sell |
155,150
-303,008
| -66% | -$8.1M | 0.01% | 960 |
|
|
2021
Q1 | $11.6M | Buy |
458,158
+170,521
| +59% | +$4.3M | 0.02% | 559 |
|
|
2020
Q4 | $5.01M | Sell |
287,637
-4,304
| -1% | -$75K | 0.01% | 812 |
|
|
2020
Q3 | $3.33M | Sell |
291,941
-225,821
| -44% | -$2.58M | 0.01% | 874 |
|
|
2020
Q2 | $5.57M | Sell |
517,762
-56,046
| -10% | -$603K | 0.01% | 698 |
|
|
2020
Q1 | $5.21M | Sell |
573,808
-172,637
| -23% | -$1.57M | 0.01% | 663 |
|
|
2019
Q4 | $13.4M | Buy |
746,445
+679,280
| +1,011% | +$12.2M | 0.03% | 497 |
|
|
2019
Q3 | $1.14M | Buy |
67,165
+72
| +0.1% | +$1.22K | 0.02% | 425 |
|
|
2019
Q2 | $1.37M | Sell |
67,093
-7,737
| -10% | -$158K | 0.02% | 411 |
|
|
2019
Q1 | $1.45M | Sell |
74,830
-38,403
| -34% | -$742K | 0.03% | 406 |
|
|
2018
Q4 | $1.9M | Sell |
113,233
-250,106
| -69% | -$4.19M | 0.04% | 341 |
|
|
2018
Q3 | $8.31M | Buy |
363,339
+14,853
| +4% | +$340K | 0.15% | 154 |
|
|
2018
Q2 | $9.26M | Buy |
348,486
+30,630
| +10% | +$814K | 0.18% | 142 |
|
|
2018
Q1 | $10.2M | Buy |
317,856
+2,580
| +0.8% | +$82.6K | 0.19% | 130 |
|
|
2017
Q4 | $11.5M | Sell |
315,276
-7,325
| -2% | -$268K | 0.22% | 126 |
|
|
2017
Q3 | $11.3M | Sell |
322,601
-4,225
| -1% | -$148K | 0.22% | 124 |
|
|
2017
Q2 | $11.5M | Sell |
326,826
-22,687
| -6% | -$798K | 0.23% | 120 |
|
|
2017
Q1 | $10.7M | Buy |
349,513
+31,180
| +10% | +$955K | 0.22% | 125 |
|
|
2016
Q4 | $9.66M | Buy |
318,333
+4,812
| +2% | +$146K | 0.2% | 136 |
|
|
2016
Q3 | $9.8M | Buy |
313,521
+46,579
| +17% | +$1.46M | 0.2% | 133 |
|
|
2016
Q2 | $6.82M | Buy |
266,942
+65,665
| +33% | +$1.68M | 0.14% | 179 |
|
|
2016
Q1 | $6.19M | Buy |
201,277
+152,917
| +316% | +$4.71M | 0.16% | 157 |
|
|
2015
Q4 | $1.62M | Buy |
+48,360
| New | +$1.62M | 0.04% | 348 |
|
|
2015
Q3 | – | Sell |
-6,331
| Closed | -$237K | – | 840 |
|
|
2015
Q2 | $237K | Sell |
6,331
-1,198
| -16% | -$44.8K | 0.01% | 711 |
|
|
2015
Q1 | $299K | Buy |
7,529
+207
| +3% | +$8.22K | 0.01% | 666 |
|
|
2014
Q4 | $289K | Buy |
7,322
+408
| +6% | +$16.1K | 0.01% | 646 |
|
|
2014
Q3 | $273K | Sell |
6,914
-1,065
| -13% | -$42.1K | 0.01% | 642 |
|
|
2014
Q2 | $301K | Sell |
7,979
-125
| -2% | -$4.72K | 0.01% | 634 |
|
|
2014
Q1 | $300K | Sell |
8,104
-1,655
| -17% | -$61.3K | 0.01% | 633 |
|
|
2013
Q4 | $355K | Sell |
9,759
-1,968
| -17% | -$71.6K | 0.01% | 583 |
|
|
2013
Q3 | $374K | Sell |
11,727
-6,669
| -36% | -$213K | 0.01% | 554 |
|
|
2013
Q2 | $585K | Buy |
+18,396
| New | +$585K | 0.02% | 441 |
|