IEQ CAPITAL, LLC
Holdings in IVZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $24,059,195 | 915,843 | Shares | Other | 2026-02-13 |
| 2025-09-30 | $18,956,675 | 826,359 | Shares | Other | 2025-11-14 |
| 2025-06-30 | $8,467,922 | 536,964 | Shares | Other | 2025-08-14 |
| 2025-03-31 | $5,418,026 | 357,154 | Shares | Other | 2025-05-14 |
| 2024-12-31 | $8,569,430 | 490,242 | Shares | Other | 2025-02-03 |
| 2024-09-30 | $1,169,864 | 66,621 | Shares | Other | 2024-11-14 |
| 2024-06-30 | $276,400 | 18,476 | Shares | Other | 2024-08-12 |
| 2024-03-31 | $306,118 | 18,452 | Shares | Other | 2024-05-09 |
| 2023-12-31 | $357,888 | 20,061 | Shares | Other | 2024-02-07 |
| 2023-09-30 | $338,141 | 23,288 | Shares | Other | 2023-11-06 |
| 2023-06-30 | $283,853 | 16,886 | Shares | Other | 2023-08-08 |
| 2023-03-31 | $358,799 | 21,878 | Shares | Other | 2023-05-02 |
| 2022-12-31 | $289,567 | 16,096 | Shares | Other | 2023-02-06 |
| 2022-09-30 | $216,172 | 15,779 | Shares | Other | 2022-11-04 |
| 2022-06-30 | $165,074 | 10,234 | Shares | Other | 2022-07-27 |
| 2022-03-31 | $205,095 | 8,894 | Shares | Other | 2022-04-26 |
| 2021-12-31 | $225,411 | 9,792 | Shares | Other | 2022-01-31 |
| 2021-09-30 | $237,217 | 9,839 | Shares | Other | 2021-11-09 |
| 2021-06-30 | $227,525 | 8,512 | Shares | Other | 2021-07-29 |