Back to IVZ
Concurrent Investment Advisors, LLC → IVZ
Concurrent Investment Advisors, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
137
Latest value
$104K
Q3 2026
Peak value
$29.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $8.9M |
| Q3 2025 | $155K |
| Q3 2025 | $523K |
| Q3 2025 | $9M |
| Q3 2025 | $3.4M |
| Q3 2025 | $15.4M |
| Q3 2025 | $322K |
| Q3 2025 | $204K |
| Q3 2025 | $225K |
| Q3 2025 | $16.8M |
| Q3 2025 | $5.2M |
| Q3 2025 | $1.6M |
| Q3 2025 | $2.2M |
| Q4 2025 | $9.4M |
| Q4 2025 | $12K |
| Q4 2025 | $157K |
| Q4 2025 | $598 |
| Q4 2025 | $538K |
| Q4 2025 | $39K |
| Q4 2025 | $10.4M |
| Q4 2025 | $1.6M |
| Q4 2025 | $8K |
| Q4 2025 | $196K |
| Q4 2025 | $217K |
| Q4 2025 | $1K |
| Q4 2025 | $1.8M |
| Q4 2025 | $410K |
| Q4 2025 | $16.8M |
| Q4 2025 | $2.3M |
| Q4 2025 | $254K |
| Q4 2025 | $50K |
| Q4 2025 | $137K |
| Q4 2025 | $137K |
| Q4 2025 | $135K |
| Q4 2025 | $141K |
| Q4 2025 | $279K |
| Q4 2025 | $1.6M |
| Q4 2025 | $17.7M |
| Q4 2025 | $43K |
| Q4 2025 | $4.7M |
| Q4 2025 | $1.7M |
| Q4 2025 | $613K |
| Q4 2025 | $1.4M |
| Q4 2025 | $2.4M |
| Q1 2026 | $10.8M |
| Q1 2026 | $620K |
| Q1 2026 | $1.8M |
| Q1 2026 | $27K |
| Q1 2026 | $281K |
| Q1 2026 | $41K |
| Q1 2026 | $692K |
| Q1 2026 | $21K |
| Q1 2026 | $7.7M |
| Q1 2026 | $562K |
| Q1 2026 | $244K |
| Q1 2026 | $1K |
| Q1 2026 | $430K |
| Q1 2026 | $17.3M |
| Q1 2026 | $2.4M |
| Q1 2026 | $277K |
| Q1 2026 | $47K |
| Q1 2026 | $112K |
| Q1 2026 | $112K |
| Q1 2026 | $137K |
| Q1 2026 | $167K |
| Q1 2026 | $244K |
| Q1 2026 | $4.8M |
| Q1 2026 | $6.2M |
| Q1 2026 | $37K |
| Q1 2026 | $1.5M |
| Q1 2026 | $589K |
| Q1 2026 | $3.2M |
| Q1 2026 | $1.5M |
| Q1 2026 | $12.4M |
| Q2 2026 | $1.1M |
| Q2 2026 | $11.4M |
| Q2 2026 | $14K |
| Q2 2026 | $2.4M |
| Q2 2026 | $296K |
| Q2 2026 | $44K |
| Q2 2026 | $827K |
| Q2 2026 | $9.1M |
| Q2 2026 | $36K |
| Q2 2026 | $311K |
| Q2 2026 | $40K |
| Q2 2026 | $2K |
| Q2 2026 | $708K |
| Q2 2026 | $345K |
| Q2 2026 | $27K |
| Q2 2026 | $508K |
| Q2 2026 | $43K |
| Q2 2026 | $24M |
| Q2 2026 | $2.5M |
| Q2 2026 | $54K |
| Q2 2026 | $314K |
| Q2 2026 | $122K |
| Q2 2026 | $122K |
| Q2 2026 | $136K |
| Q2 2026 | $143K |
| Q2 2026 | $826K |
| Q2 2026 | $14K |
| Q2 2026 | $3.1M |
| Q2 2026 | $9.1M |
| Q2 2026 | $6.4M |
| Q2 2026 | $1.6M |
| Q2 2026 | $78K |
| Q2 2026 | $782K |
| Q2 2026 | $4.5M |
| Q2 2026 | $13.2M |
| Q2 2026 | $2.9M |
| Q3 2026 | $21.3M |
| Q3 2026 | $195K |
| Q3 2026 | $6M |
| Q3 2026 | $1.1M |
| Q3 2026 | $245K |
| Q3 2026 | $8.9M |
| Q3 2026 | $760K |
| Q3 2026 | $817K |
| Q3 2026 | $46K |
| Q3 2026 | $2.2M |
| Q3 2026 | $461K |
| Q3 2026 | $7K |
| Q3 2026 | $29.9M |
| Q3 2026 | $332K |
| Q3 2026 | $1.5M |
| Q3 2026 | $193K |
| Q3 2026 | $693K |
| Q3 2026 | $349K |
| Q3 2026 | $3.1M |
| Q3 2026 | $22.5M |
| Q3 2026 | $1.9M |
| Q3 2026 | $2.4M |
| Q3 2026 | $588K |
| Q3 2026 | $2K |
| Q3 2026 | $4.6M |
| Q3 2026 | $99K |
| Q3 2026 | $104K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $104K | 3.4K | — | — |
| Q3 2026 | $99K | 3.3K | — | — |
| Q3 2026 | $4.6M | 36.0K | — | — |
| Q3 2026 | $2K | 20 | — | — |
| Q3 2026 | $588K | 6.7K | — | — |
| Q3 2026 | $2.4M | 113.1K | — | — |
| Q3 2026 | $1.9M | 27.4K | — | — |
| Q3 2026 | $22.5M | 148.4K | — | — |
| Q3 2026 | $3.1M | 20.6K | — | — |
| Q3 2026 | $349K | 3.4K | — | — |
| Q3 2026 | $693K | 12.7K | — | — |
| Q3 2026 | $193K | 3.5K | — | — |
| Q3 2026 | $1.5M | 9.9K | — | — |
| Q3 2026 | $332K | 2.8K | — | — |
| Q3 2026 | $29.9M | 143.6K | — | — |
| Q3 2026 | $7K | 34 | — | — |
| Q3 2026 | $461K | 3.2K | — | — |
| Q3 2026 | $2.2M | 34.1K | — | — |
| Q3 2026 | $46K | 703 | — | — |
| Q3 2026 | $817K | 11.7K | — | — |
| Q3 2026 | $760K | 13.0K | — | — |
| Q3 2026 | $8.9M | 140.6K | — | — |
| Q3 2026 | $245K | 4.1K | — | — |
| Q3 2026 | $1.1M | 16.6K | — | — |
| Q3 2026 | $6M | 38.5K | — | — |
| Q3 2026 | $195K | 22.6K | — | — |
| Q3 2026 | $21.3M | 427.1K | — | — |
| Q2 2026 | $2.9M | 22.3K | — | — |
| Q2 2026 | $13.2M | 103.4K | — | — |
| Q2 2026 | $4.5M | 190.1K | — | — |
| Q2 2026 | $782K | 33.3K | — | — |
| Q2 2026 | $78K | 1.0K | — | — |
| Q2 2026 | $1.6M | 21.1K | — | — |
| Q2 2026 | $6.4M | 39.8K | — | — |
| Q2 2026 | $9.1M | 56.0K | — | — |
| Q2 2026 | $3.1M | 16.4K | — | — |
| Q2 2026 | $14K | 139 | — | — |
| Q2 2026 | $826K | 7.9K | — | — |
| Q2 2026 | $143K | 6.4K | — | — |
| Q2 2026 | $136K | 6.1K | — | — |
| Q2 2026 | $122K | 1.1K | — | — |
| Q2 2026 | $122K | 1.1K | — | — |
| Q2 2026 | $314K | 2.6K | — | — |
| Q2 2026 | $54K | 443 | — | — |
| Q2 2026 | $2.5M | 12.0K | — | — |
| Q2 2026 | $24M | 112.8K | — | — |
| Q2 2026 | $43K | 304 | — | — |
| Q2 2026 | $508K | 3.6K | — | — |
| Q2 2026 | $27K | 426 | — | — |
| Q2 2026 | $345K | 5.3K | — | — |
| Q2 2026 | $708K | 8.7K | — | — |
| Q2 2026 | $2K | 25 | — | — |
| Q2 2026 | $40K | 630 | — | — |
| Q2 2026 | $311K | 4.9K | — | — |
| Q2 2026 | $36K | 594 | — | — |
| Q2 2026 | $9.1M | 147.9K | — | — |
| Q2 2026 | $827K | 4.7K | — | — |
| Q2 2026 | $44K | 250 | — | — |
| Q2 2026 | $296K | 29.2K | — | — |
| Q2 2026 | $2.4M | 149.1K | — | — |
| Q2 2026 | $14K | 870 | — | — |
| Q2 2026 | $11.4M | 226.8K | — | — |
| Q2 2026 | $1.1M | 22.8K | — | — |
| Q1 2026 | $12.4M | 107.9K | — | — |
| Q1 2026 | $1.5M | 13.5K | — | — |
| Q1 2026 | $3.2M | 139.7K | — | — |
| Q1 2026 | $589K | 25.6K | — | — |
| Q1 2026 | $1.5M | 20.0K | — | — |
| Q1 2026 | $37K | 500 | — | — |
| Q1 2026 | $6.2M | 54.9K | — | — |
| Q1 2026 | $4.8M | 43.0K | — | — |
| Q1 2026 | $244K | 4.2K | — | — |
| Q1 2026 | $167K | 7.5K | — | — |
| Q1 2026 | $137K | 6.1K | — | — |
| Q1 2026 | $112K | 1.1K | — | — |
| Q1 2026 | $112K | 1.1K | — | — |
| Q1 2026 | $47K | 441 | — | — |
| Q1 2026 | $277K | 2.6K | — | — |
| Q1 2026 | $2.4M | 12.4K | — | — |
| Q1 2026 | $17.3M | 90.4K | — | — |
| Q1 2026 | $430K | 3.3K | — | — |
| Q1 2026 | $1K | 32 | — | — |
| Q1 2026 | $244K | 5.4K | — | — |
| Q1 2026 | $562K | 6.9K | — | — |
| Q1 2026 | $7.7M | 140.8K | — | — |
| Q1 2026 | $21K | 386 | — | — |
| Q1 2026 | $692K | 4.2K | — | — |
| Q1 2026 | $41K | 250 | — | — |
| Q1 2026 | $281K | 29.2K | — | — |
| Q1 2026 | $27K | 1.5K | — | — |
| Q1 2026 | $1.8M | 103.3K | — | — |
| Q1 2026 | $620K | 12.4K | — | — |
| Q1 2026 | $10.8M | 216.0K | — | — |
| Q4 2025 | $2.4M | 20.6K | — | — |
| Q4 2025 | $1.4M | 12.1K | — | — |
| Q4 2025 | $613K | 26.4K | — | — |
| Q4 2025 | $1.7M | 71.4K | — | — |
| Q4 2025 | $4.7M | 66.0K | — | — |
| Q4 2025 | $43K | 597 | — | — |
| Q4 2025 | $17.7M | 148.4K | — | — |
| Q4 2025 | $1.6M | 13.8K | — | — |
| Q4 2025 | $279K | 4.7K | — | — |
| Q4 2025 | $141K | 6.4K | — | — |
| Q4 2025 | $135K | 6.1K | — | — |
| Q4 2025 | $137K | 1.3K | — | — |
| Q4 2025 | $137K | 1.3K | — | — |
| Q4 2025 | $50K | 441 | — | — |
| Q4 2025 | $254K | 2.2K | — | — |
| Q4 2025 | $2.3M | 11.9K | — | — |
| Q4 2025 | $16.8M | 87.6K | — | — |
| Q4 2025 | $410K | 3.1K | — | — |
| Q4 2025 | $1.8M | 39.1K | — | — |
| Q4 2025 | $1K | 32 | — | — |
| Q4 2025 | $217K | 2.9K | — | — |
| Q4 2025 | $196K | 4.2K | — | — |
| Q4 2025 | $8K | 179 | — | — |
| Q4 2025 | $1.6M | 27.0K | — | — |
| Q4 2025 | $10.4M | 175.3K | — | — |
| Q4 2025 | $39K | 250 | — | — |
| Q4 2025 | $538K | 3.4K | — | — |
| Q4 2025 | $598 | 60 | — | — |
| Q4 2025 | $157K | 15.8K | — | — |
| Q4 2025 | $12K | 229 | — | — |
| Q4 2025 | $9.4M | 187.7K | — | — |
| Q3 2025 | $2.2M | 20.0K | — | — |
| Q3 2025 | $1.6M | 67.8K | — | — |
| Q3 2025 | $5.2M | 70.6K | — | — |
| Q3 2025 | $16.8M | 138.6K | — | — |
| Q3 2025 | $225K | 4.2K | — | — |
| Q3 2025 | $204K | 1.9K | — | — |
| Q3 2025 | $322K | 2.8K | — | — |
| Q3 2025 | $15.4M | 81.3K | — | — |
| Q3 2025 | $3.4M | 76.5K | — | — |
| Q3 2025 | $9M | 156.0K | — | — |
| Q3 2025 | $523K | 3.4K | — | — |
| Q3 2025 | $155K | 15.7K | — | — |
| Q3 2025 | $8.9M | 177.6K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B