Back to IVZ
Allen Investment Management, LLC → IVZ
Allen Investment Management, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
10
Latest value
$80.9M
Q3 2026
Peak value
$80.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.5M |
| Q3 2025 | $20.3M |
| Q4 2025 | $3.7M |
| Q4 2025 | $27.3M |
| Q1 2026 | $3.4M |
| Q1 2026 | $44.7M |
| Q2 2026 | $3.8M |
| Q2 2026 | $62.5M |
| Q3 2026 | $3.9M |
| Q3 2026 | $80.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $80.9M | 388.7K | — | — |
| Q3 2026 | $3.9M | 61.6K | — | — |
| Q2 2026 | $62.5M | 294.0K | — | — |
| Q2 2026 | $3.8M | 61.6K | — | — |
| Q1 2026 | $44.7M | 232.7K | — | — |
| Q1 2026 | $3.4M | 61.6K | — | — |
| Q4 2025 | $27.3M | 142.4K | — | — |
| Q4 2025 | $3.7M | 61.6K | — | — |
| Q3 2025 | $20.3M | 107.2K | — | — |
| Q3 2025 | $3.5M | 61.6K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B