Zacks Investment Management’s Itron ITRI Stock Holding History

Zacks Investment Management’s Portfolio ITRI Stock Details ITRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-6,082	Closed	-$565K	–	761
2025 Q4	$565K	Sell	6,082 -159,800	-96%	-$17.4M	﹤0.01%	483
2025 Q3	$20.7M	Buy	165,882 +5,072	+3%	+$645K	0.16%	134
2025 Q2	$21.2M	Sell	160,810 -2,205	-1%	-$249K	0.18%	130
2025 Q1	$17.1M	Buy	163,015 +3,818	+2%	+$400K	0.16%	139
2024 Q4	$17.3M	Sell	159,197 -25,980	-14%	-$2.9M	0.16%	142
2024 Q3	$19.8M	Buy	185,177 +23,471	+15%	+$2.37M	0.17%	131
2024 Q2	$16M	Buy	161,706 +68,376	+73%	+$6.88M	0.18%	126
2024 Q1	$8.63M	Buy	+93,330	New	+$7.52M	0.09%	163
2018 Q1	–	Sell	-19,793	Closed	-$1.35M	–	563
2017 Q4	$1.35M	Buy	19,793 +5,862	+42%	+$419K	0.03%	340
2017 Q3	$1.08M	Hold	13,931	–	–	0.03%	363
2017 Q2	$944K	Sell	13,931 -3,024	-18%	-$198K	0.02%	380
2017 Q1	$1.03M	Buy	16,955 +13,642	+412%	+$848K	0.03%	353
2016 Q4	$208K	Buy	+3,313	New	+$200K	0.01%	594
2014 Q4	–	Sell	-16,873	Closed	-$663K	–	689
2014 Q3	$663K	Buy	+16,873	New	+$676K	0.02%	338

Other funds holding ITRI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return