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Key FInancial Inc IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
84
Latest value
$9.1M
Q3 2026
Peak value
$9.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $43K |
| Q3 2025 | $8K |
| Q3 2025 | $10K |
| Q3 2025 | $109K |
| Q3 2025 | $12K |
| Q3 2025 | $8K |
| Q3 2025 | $123K |
| Q3 2025 | $5K |
| Q3 2025 | $11K |
| Q3 2025 | $12K |
| Q3 2025 | $21K |
| Q3 2025 | $843K |
| Q3 2025 | $52K |
| Q3 2025 | $2.6M |
| Q3 2025 | $2.8M |
| Q3 2025 | $4.2M |
| Q3 2025 | $6.7M |
| Q4 2025 | $42K |
| Q4 2025 | $8K |
| Q4 2025 | $10K |
| Q4 2025 | $112K |
| Q4 2025 | $12K |
| Q4 2025 | $8K |
| Q4 2025 | $107K |
| Q4 2025 | $57K |
| Q4 2025 | $5K |
| Q4 2025 | $12K |
| Q4 2025 | $12K |
| Q4 2025 | $21K |
| Q4 2025 | $817K |
| Q4 2025 | $51K |
| Q4 2025 | $2.8M |
| Q4 2025 | $2.8M |
| Q4 2025 | $4.9M |
| Q4 2025 | $7.3M |
| Q1 2026 | $10K |
| Q1 2026 | $11K |
| Q1 2026 | $103K |
| Q1 2026 | $13K |
| Q1 2026 | $8K |
| Q1 2026 | $122K |
| Q1 2026 | $62K |
| Q1 2026 | $5K |
| Q1 2026 | $22K |
| Q1 2026 | $12K |
| Q1 2026 | $22K |
| Q1 2026 | $1M |
| Q1 2026 | $51K |
| Q1 2026 | $2.5M |
| Q1 2026 | $2.6M |
| Q1 2026 | $3.4M |
| Q1 2026 | $8.1M |
| Q2 2026 | $1K |
| Q2 2026 | $12K |
| Q2 2026 | $116K |
| Q2 2026 | $13K |
| Q2 2026 | $11K |
| Q2 2026 | $135K |
| Q2 2026 | $73K |
| Q2 2026 | $5K |
| Q2 2026 | $13K |
| Q2 2026 | $15K |
| Q2 2026 | $25K |
| Q2 2026 | $1.5M |
| Q2 2026 | $1.8M |
| Q2 2026 | $1.8M |
| Q2 2026 | $2.6M |
| Q2 2026 | $8.7M |
| Q3 2026 | $10K |
| Q3 2026 | $120K |
| Q3 2026 | $14K |
| Q3 2026 | $10K |
| Q3 2026 | $132K |
| Q3 2026 | $63K |
| Q3 2026 | $17K |
| Q3 2026 | $5K |
| Q3 2026 | $12K |
| Q3 2026 | $15K |
| Q3 2026 | $23K |
| Q3 2026 | $1.4M |
| Q3 2026 | $1.8M |
| Q3 2026 | $1.9M |
| Q3 2026 | $2.9M |
| Q3 2026 | $9.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.1M | 389.1K | — | — |
| Q3 2026 | $2.9M | 127.5K | — | — |
| Q3 2026 | $1.9M | 84.0K | — | — |
| Q3 2026 | $1.8M | 85.7K | — | — |
| Q3 2026 | $1.4M | 10.7K | — | — |
| Q3 2026 | $23K | 168 | — | — |
| Q3 2026 | $15K | 335 | — | — |
| Q3 2026 | $12K | 141 | — | — |
| Q3 2026 | $5K | 64 | — | — |
| Q3 2026 | $17K | 112 | — | — |
| Q3 2026 | $63K | 430 | — | — |
| Q3 2026 | $132K | 636 | — | — |
| Q3 2026 | $10K | 175 | — | — |
| Q3 2026 | $14K | 118 | — | — |
| Q3 2026 | $120K | 1.9K | — | — |
| Q3 2026 | $10K | 67 | — | — |
| Q2 2026 | $8.7M | 367.6K | — | — |
| Q2 2026 | $2.6M | 110.6K | — | — |
| Q2 2026 | $1.8M | 79.7K | — | — |
| Q2 2026 | $1.8M | 81.1K | — | — |
| Q2 2026 | $1.5M | 11.5K | — | — |
| Q2 2026 | $25K | 168 | — | — |
| Q2 2026 | $15K | 335 | — | — |
| Q2 2026 | $13K | 141 | — | — |
| Q2 2026 | $5K | 64 | — | — |
| Q2 2026 | $73K | 430 | — | — |
| Q2 2026 | $135K | 636 | — | — |
| Q2 2026 | $11K | 175 | — | — |
| Q2 2026 | $13K | 118 | — | — |
| Q2 2026 | $116K | 1.9K | — | — |
| Q2 2026 | $12K | 67 | — | — |
| Q2 2026 | $1K | 91 | — | — |
| Q1 2026 | $8.1M | 342.1K | — | — |
| Q1 2026 | $3.4M | 146.7K | — | — |
| Q1 2026 | $2.6M | 110.8K | — | — |
| Q1 2026 | $2.5M | 113.9K | — | — |
| Q1 2026 | $51K | 2.1K | — | — |
| Q1 2026 | $1M | 8.8K | — | — |
| Q1 2026 | $22K | 168 | — | — |
| Q1 2026 | $12K | 335 | — | — |
| Q1 2026 | $22K | 272 | — | — |
| Q1 2026 | $5K | 64 | — | — |
| Q1 2026 | $62K | 430 | — | — |
| Q1 2026 | $122K | 636 | — | — |
| Q1 2026 | $8K | 175 | — | — |
| Q1 2026 | $13K | 118 | — | — |
| Q1 2026 | $103K | 1.9K | — | — |
| Q1 2026 | $11K | 67 | — | — |
| Q1 2026 | $10K | 589 | — | — |
| Q4 2025 | $7.3M | 308.8K | — | — |
| Q4 2025 | $4.9M | 207.9K | — | — |
| Q4 2025 | $2.8M | 120.5K | — | — |
| Q4 2025 | $2.8M | 126.6K | — | — |
| Q4 2025 | $51K | 2.1K | — | — |
| Q4 2025 | $817K | 7.1K | — | — |
| Q4 2025 | $21K | 168 | — | — |
| Q4 2025 | $12K | 335 | — | — |
| Q4 2025 | $12K | 141 | — | — |
| Q4 2025 | $5K | 64 | — | — |
| Q4 2025 | $57K | 410 | — | — |
| Q4 2025 | $107K | 561 | — | — |
| Q4 2025 | $8K | 175 | — | — |
| Q4 2025 | $12K | 118 | — | — |
| Q4 2025 | $112K | 1.9K | — | — |
| Q4 2025 | $10K | 67 | — | — |
| Q4 2025 | $8K | 606 | — | — |
| Q4 2025 | $42K | 839 | — | — |
| Q3 2025 | $6.7M | 284.5K | — | — |
| Q3 2025 | $4.2M | 179.0K | — | — |
| Q3 2025 | $2.8M | 119.4K | — | — |
| Q3 2025 | $2.6M | 119.2K | — | — |
| Q3 2025 | $52K | 2.1K | — | — |
| Q3 2025 | $843K | 7.6K | — | — |
| Q3 2025 | $21K | 168 | — | — |
| Q3 2025 | $12K | 335 | — | — |
| Q3 2025 | $11K | 141 | — | — |
| Q3 2025 | $5K | 64 | — | — |
| Q3 2025 | $123K | 648 | — | — |
| Q3 2025 | $8K | 175 | — | — |
| Q3 2025 | $12K | 118 | — | — |
| Q3 2025 | $109K | 1.9K | — | — |
| Q3 2025 | $10K | 67 | — | — |
| Q3 2025 | $8K | 614 | — | — |
| Q3 2025 | $43K | 849 | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B