Live Oak Private Wealth LLC
Holdings in IVZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $9,109,831 | 346,777 | Shares | Sole | 2026-01-23 |
| 2025-09-30 | $8,196,255 | 357,291 | Shares | Sole | 2025-10-17 |
| 2025-06-30 | $5,620,317 | 356,393 | Shares | Sole | 2025-08-04 |
| 2025-03-31 | $5,273,729 | 347,642 | Shares | Sole | 2025-04-22 |
| 2024-12-31 | $5,596,589 | 320,171 | Shares | Sole | 2025-01-28 |
| 2024-09-30 | $5,697,939 | 324,484 | Shares | Sole | 2024-10-22 |
| 2024-06-30 | $4,761,633 | 318,291 | Shares | Sole | 2024-07-17 |
| 2024-03-31 | $5,295,511 | 319,199 | Shares | Sole | 2024-04-23 |
| 2023-12-31 | $5,462,304 | 306,183 | Shares | Sole | 2024-01-29 |
| 2023-09-30 | $4,590,004 | 316,116 | Shares | Sole | 2023-10-23 |
| 2023-06-30 | $5,217,117 | 310,358 | Shares | Sole | 2023-08-07 |
| 2023-03-31 | $4,559,724 | 278,032 | Shares | Sole | 2023-05-08 |
| 2022-12-31 | $4,879,805 | 271,251 | Shares | Sole | 2023-02-10 |
| 2022-09-30 | $3,664,613 | 267,490 | Shares | Sole | 2022-10-25 |
| 2022-06-30 | $4,211,526 | 261,099 | Shares | Sole | 2022-07-27 |
| 2022-03-31 | $5,646,425 | 244,858 | Shares | Sole | 2022-04-21 |
| 2021-12-31 | $5,327,403 | 231,425 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $5,321,197 | 220,705 | Shares | Sole | 2021-10-29 |
| 2021-06-30 | $5,266,291 | 197,018 | Shares | Sole | 2021-08-02 |
| 2021-03-31 | $5,726,982 | 227,081 | Shares | Sole | 2021-05-11 |
| 2020-12-31 | $3,772,740 | 216,451 | Shares | Sole | 2021-01-26 |
| 2020-09-30 | $2,277,207 | 199,580 | Shares | Sole | 2020-11-09 |
| 2020-06-30 | $2,155,669 | 200,341 | Shares | Sole | 2020-08-03 |