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Live Oak Investment Partners → IVZ
Live Oak Investment Partners IVZ Position History
Invesco Ltd. • Financial Services
Quarters held
10
Latest value
$5.8M
Q3 2026
Peak value
$6.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $454K |
| Q3 2025 | $489K |
| Q3 2025 | $4.9M |
| Q4 2025 | $4.9M |
| Q1 2026 | $4.6M |
| Q1 2026 | $5.1M |
| Q2 2026 | $6.5M |
| Q2 2026 | $5.8M |
| Q3 2026 | $6.6M |
| Q3 2026 | $5.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.8M | 51.9K | — | — |
| Q3 2026 | $6.6M | 100.6K | — | — |
| Q2 2026 | $5.8M | 51.8K | — | — |
| Q2 2026 | $6.5M | 101.2K | — | — |
| Q1 2026 | $5.1M | 49.7K | — | — |
| Q1 2026 | $4.6M | 101.9K | — | — |
| Q4 2025 | $4.9M | 47.4K | — | — |
| Q3 2025 | $4.9M | 47.1K | — | — |
| Q3 2025 | $489K | 11.0K | — | — |
| Q3 2025 | $454K | 16.1K | — | — |
Other funds holding IVZ
$5.9B
$5.2B
$4.9B
$4.9B