Back to IVZ
JBR Co Financial Management Inc → IVZ
JBR Co Financial Management Inc IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
25
Latest value
$4.1M
Q3 2026
Peak value
$4.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $956K |
| Q3 2025 | $550K |
| Q3 2025 | $2.2M |
| Q3 2025 | $689K |
| Q3 2025 | $559K |
| Q4 2025 | $784K |
| Q4 2025 | $554K |
| Q4 2025 | $1.7M |
| Q4 2025 | $394K |
| Q4 2025 | $2M |
| Q1 2026 | $784K |
| Q1 2026 | $554K |
| Q1 2026 | $1.7M |
| Q1 2026 | $394K |
| Q1 2026 | $2M |
| Q2 2026 | $840K |
| Q2 2026 | $419K |
| Q2 2026 | $2.6M |
| Q2 2026 | $453K |
| Q2 2026 | $4.6M |
| Q3 2026 | $789K |
| Q3 2026 | $420K |
| Q3 2026 | $2.4M |
| Q3 2026 | $453K |
| Q3 2026 | $4.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.1M | 26.7K | — | — |
| Q3 2026 | $453K | 4.0K | — | — |
| Q3 2026 | $2.4M | 14.2K | — | — |
| Q3 2026 | $420K | 3.0K | — | — |
| Q3 2026 | $789K | 4.4K | — | — |
| Q2 2026 | $4.6M | 28.4K | — | — |
| Q2 2026 | $453K | 4.0K | — | — |
| Q2 2026 | $2.6M | 15.5K | — | — |
| Q2 2026 | $419K | 3.0K | — | — |
| Q2 2026 | $840K | 4.8K | — | — |
| Q1 2026 | $2M | 17.0K | — | — |
| Q1 2026 | $394K | 3.8K | — | — |
| Q1 2026 | $1.7M | 12.5K | — | — |
| Q1 2026 | $554K | 4.1K | — | — |
| Q1 2026 | $784K | 5.0K | — | — |
| Q4 2025 | $2M | 17.0K | — | — |
| Q4 2025 | $394K | 3.8K | — | — |
| Q4 2025 | $1.7M | 12.5K | — | — |
| Q4 2025 | $554K | 4.1K | — | — |
| Q4 2025 | $784K | 5.0K | — | — |
| Q3 2025 | $559K | 4.6K | — | — |
| Q3 2025 | $689K | 6.6K | — | — |
| Q3 2025 | $2.2M | 15.9K | — | — |
| Q3 2025 | $550K | 4.1K | — | — |
| Q3 2025 | $956K | 6.1K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B