Back to IVZ
DUMONT & BLAKE INVESTMENT ADVISORS LLC → IVZ
DUMONT & BLAKE INVESTMENT ADVISORS LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
8
Latest value
$934K
Q3 2026
Peak value
$16.9M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $15.9M |
| Q4 2025 | $968K |
| Q1 2026 | $15.4M |
| Q1 2026 | $875K |
| Q2 2026 | $16.9M |
| Q2 2026 | $1M |
| Q3 2026 | $16.4M |
| Q3 2026 | $934K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $934K | 10.7K | — | — |
| Q3 2026 | $16.4M | 78.8K | — | — |
| Q2 2026 | $1M | 10.8K | — | — |
| Q2 2026 | $16.9M | 79.5K | — | — |
| Q1 2026 | $875K | 11.1K | — | — |
| Q1 2026 | $15.4M | 80.4K | — | — |
| Q4 2025 | $968K | 11.5K | — | — |
| Q4 2025 | $15.9M | 83.2K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B