Back to IVZ
Global Financial Private Client, LLC → IVZ
Global Financial Private Client, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
18
Latest value
$14K
Q3 2026
Peak value
$4.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $473K |
| Q3 2025 | $3.3M |
| Q4 2025 | $491K |
| Q4 2025 | $3.4M |
| Q4 2025 | $5K |
| Q4 2025 | $388K |
| Q1 2026 | $452K |
| Q1 2026 | $3.7M |
| Q1 2026 | $400K |
| Q1 2026 | $7K |
| Q2 2026 | $507K |
| Q2 2026 | $4.4M |
| Q2 2026 | $11K |
| Q2 2026 | $449K |
| Q3 2026 | $527K |
| Q3 2026 | $4.4M |
| Q3 2026 | $847K |
| Q3 2026 | $14K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $14K | 450 | — | — |
| Q3 2026 | $847K | 28.1K | — | — |
| Q3 2026 | $4.4M | 21.4K | — | — |
| Q3 2026 | $527K | 8.3K | — | — |
| Q2 2026 | $449K | 17.0K | — | — |
| Q2 2026 | $11K | 398 | — | — |
| Q2 2026 | $4.4M | 20.8K | — | — |
| Q2 2026 | $507K | 8.3K | — | — |
| Q1 2026 | $7K | 283 | — | — |
| Q1 2026 | $400K | 16.5K | — | — |
| Q1 2026 | $3.7M | 19.2K | — | — |
| Q1 2026 | $452K | 8.3K | — | — |
| Q4 2025 | $388K | 14.8K | — | — |
| Q4 2025 | $5K | 179 | — | — |
| Q4 2025 | $3.4M | 17.5K | — | — |
| Q4 2025 | $491K | 8.3K | — | — |
| Q3 2025 | $3.3M | 17.5K | — | — |
| Q3 2025 | $473K | 8.2K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B