Back to IVZ
Klingman & Associates, LLC → IVZ
Klingman & Associates, LLC IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
31
Latest value
$248K
Q3 2026
Peak value
$47.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.6M |
| Q3 2025 | $30.8M |
| Q3 2025 | $4.1M |
| Q3 2025 | $1.6M |
| Q3 2025 | $31.6M |
| Q3 2025 | $574K |
| Q4 2025 | $2.6M |
| Q4 2025 | $32M |
| Q4 2025 | $4M |
| Q4 2025 | $1.6M |
| Q4 2025 | $34.6M |
| Q4 2025 | $441K |
| Q1 2026 | $2.6M |
| Q1 2026 | $29.4M |
| Q1 2026 | $4M |
| Q1 2026 | $1.7M |
| Q1 2026 | $37.8M |
| Q1 2026 | $398K |
| Q2 2026 | $2.9M |
| Q2 2026 | $33.2M |
| Q2 2026 | $4.1M |
| Q2 2026 | $1.9M |
| Q2 2026 | $45.2M |
| Q2 2026 | $403K |
| Q3 2026 | $2.8M |
| Q3 2026 | $33.2M |
| Q3 2026 | $3.8M |
| Q3 2026 | $1.8M |
| Q3 2026 | $47.3M |
| Q3 2026 | $323K |
| Q3 2026 | $248K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $248K | 8.2K | — | — |
| Q3 2026 | $323K | 13.6K | — | — |
| Q3 2026 | $47.3M | 367.6K | — | — |
| Q3 2026 | $1.8M | 12.9K | — | — |
| Q3 2026 | $3.8M | 54.4K | — | — |
| Q3 2026 | $33.2M | 610.8K | — | — |
| Q3 2026 | $2.8M | 13.6K | — | — |
| Q2 2026 | $403K | 16.6K | — | — |
| Q2 2026 | $45.2M | 353.6K | — | — |
| Q2 2026 | $1.9M | 12.9K | — | — |
| Q2 2026 | $4.1M | 55.2K | — | — |
| Q2 2026 | $33.2M | 614.2K | — | — |
| Q2 2026 | $2.9M | 13.6K | — | — |
| Q1 2026 | $398K | 16.6K | — | — |
| Q1 2026 | $37.8M | 329.0K | — | — |
| Q1 2026 | $1.7M | 13.0K | — | — |
| Q1 2026 | $4M | 55.2K | — | — |
| Q1 2026 | $29.4M | 618.1K | — | — |
| Q1 2026 | $2.6M | 13.6K | — | — |
| Q4 2025 | $441K | 18.1K | — | — |
| Q4 2025 | $34.6M | 302.4K | — | — |
| Q4 2025 | $1.6M | 13.0K | — | — |
| Q4 2025 | $4M | 55.7K | — | — |
| Q4 2025 | $32M | 681.6K | — | — |
| Q4 2025 | $2.6M | 13.6K | — | — |
| Q3 2025 | $574K | 23.2K | — | — |
| Q3 2025 | $31.6M | 285.5K | — | — |
| Q3 2025 | $1.6M | 13.0K | — | — |
| Q3 2025 | $4.1M | 55.9K | — | — |
| Q3 2025 | $30.8M | 681.5K | — | — |
| Q3 2025 | $2.6M | 13.6K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B