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Insight Folios Inc

SEC CIK
0001792942
Latest filing
Oct 24, 2024

IVZ holding history

Invesco Ltd. in every 13F filed by Insight Folios Inc, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IVZ overviewAll 13F holders of IVZFull Q3 2024 holdings

Shares (Q3 2024)
422,711
Value
$7.42M
% of portfolio
2.7%
Quarters held
15
Since Q1 2021
Holdings of IVZ by Insight Folios Inc, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 2024422,711$7.42M2.7%+24,517+6.2%AddedHolders
Q2 2024398,194$5.96M2.4%+7,916+2.0%AddedHolders
Q1 2024390,278$6.47M2.6%+7,777+2.0%AddedHolders
Q4 2023382,501$6.82M3.0%+28,498+8.1%AddedHolders
Q3 2023354,003$5.14M2.5%−39,411−10.0%ReducedHolders
Q2 2023393,414$6.61M2.8%+22,367+6.0%AddedHolders
Q1 2023371,047$6.09M2.7%+18,813+5.3%AddedHolders
Q4 2022352,234$6.34M2.9%+57,456+19.5%AddedHolders
Q3 2022294,778$4.04M2.1%+18,197+6.6%AddedHolders
Q2 2022276,581$4.46M2.1%+25,560+10.2%AddedHolders
Q1 2022251,021$5.79M2.6%+19,109+8.2%AddedHolders
Q4 2021231,912$5.34M2.5%+274+0.1%AddedHolders
Q3 2021231,638$5.58M3.1%−75,947−24.7%ReducedHolders
Q2 2021307,585$8.22M4.8%−19,957−6.1%ReducedHolders
Q1 2021327,542$8.26M5.7%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.