Zacks Investment Management’s Invesco IVZ Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q2
Sell
-81,299
Closed -$1.87M 604
2022
Q1
$1.87M Sell
81,299
-168,667
-67% -$3.89M 0.03% 290
2021
Q4
$5.75M Sell
249,966
-5,105
-2% -$118K 0.08% 178
2021
Q3
$6.15M Buy
255,071
+3,066
+1% +$73.9K 0.1% 167
2021
Q2
$6.74M Sell
252,005
-3,159
-1% -$84.4K 0.11% 156
2021
Q1
$6.44M Buy
255,164
+12,728
+5% +$321K 0.11% 152
2020
Q4
$4.23M Buy
242,436
+11,556
+5% +$201K 0.08% 177
2020
Q3
$2.63M Buy
+230,880
New +$2.63M 0.05% 189
2019
Q1
Sell
-725,647
Closed -$12.1M 566
2018
Q4
$12.1M Sell
725,647
-75,006
-9% -$1.26M 0.29% 82
2018
Q3
$18.3M Sell
800,653
-1,304
-0.2% -$29.8K 0.38% 75
2018
Q2
$21.3M Buy
801,957
+11,055
+1% +$294K 0.46% 68
2018
Q1
$25.3M Buy
790,902
+10,803
+1% +$346K 0.56% 57
2017
Q4
$28.5M Buy
780,099
+10,345
+1% +$378K 0.62% 52
2017
Q3
$27M Buy
769,754
+9,561
+1% +$335K 0.63% 51
2017
Q2
$26.8M Buy
760,193
+16,387
+2% +$577K 0.66% 48
2017
Q1
$22.8M Buy
743,806
+89,455
+14% +$2.74M 0.58% 51
2016
Q4
$19.9M Sell
654,351
-20,064
-3% -$609K 0.57% 54
2016
Q3
$21.1M Buy
674,415
+57,140
+9% +$1.79M 0.6% 50
2016
Q2
$15.8M Buy
617,275
+23,532
+4% +$601K 0.48% 65
2016
Q1
$18.3M Buy
593,743
+38,083
+7% +$1.17M 0.58% 50
2015
Q4
$18.6M Sell
555,660
-25,643
-4% -$859K 0.61% 50
2015
Q3
$18.2M Sell
581,303
-14,702
-2% -$459K 0.63% 48
2015
Q2
$22.3M Sell
596,005
-9,893
-2% -$371K 0.71% 44
2015
Q1
$24M Buy
605,898
+27,468
+5% +$1.09M 0.76% 42
2014
Q4
$22.9M Buy
578,430
+37,315
+7% +$1.47M 0.74% 42
2014
Q3
$21.3M Buy
541,115
+393,452
+266% +$15.5M 0.74% 43
2014
Q2
$5.59M Sell
147,663
-330,388
-69% -$12.5M 0.2% 132
2014
Q1
$17.7M Buy
478,051
+38,470
+9% +$1.42M 0.66% 43
2013
Q4
$16M Buy
439,581
+28,739
+7% +$1.05M 0.63% 44
2013
Q3
$13.1M Buy
410,842
+26,807
+7% +$855K 0.57% 54
2013
Q2
$12.2M Buy
+384,035
New +$12.2M 0.56% 55