Back to IVZ
Berman McAleer LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
15
Latest value
$26.7M
Q3 2026
Peak value
$84.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $12.3M |
| Q3 2025 | $70.4M |
| Q3 2025 | $26M |
| Q4 2025 | $13.7M |
| Q4 2025 | $73.4M |
| Q4 2025 | $26M |
| Q1 2026 | $14.3M |
| Q1 2026 | $74.7M |
| Q1 2026 | $27.6M |
| Q2 2026 | $16.3M |
| Q2 2026 | $84.2M |
| Q2 2026 | $30.1M |
| Q3 2026 | $16M |
| Q3 2026 | $84.1M |
| Q3 2026 | $26.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $26.7M | 378.3K | — | — |
| Q3 2026 | $84.1M | 1.54M | — | — |
| Q3 2026 | $16M | 76.8K | — | — |
| Q2 2026 | $30.1M | 402.0K | — | — |
| Q2 2026 | $84.2M | 1.56M | — | — |
| Q2 2026 | $16.3M | 76.6K | — | — |
| Q1 2026 | $27.6M | 377.1K | — | — |
| Q1 2026 | $74.7M | 1.57M | — | — |
| Q1 2026 | $14.3M | 74.7K | — | — |
| Q4 2025 | $26M | 364.1K | — | — |
| Q4 2025 | $73.4M | 1.57M | — | — |
| Q4 2025 | $13.7M | 71.5K | — | — |
| Q3 2025 | $26M | 353.3K | — | — |
| Q3 2025 | $70.4M | 1.56M | — | — |
| Q3 2025 | $12.3M | 64.8K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B