Invesco shares owned by Morningstar Investment Services
Quarter-by-quarter ownership of Invesco (IVZ) shares owned by Morningstar Investment Services
from 13F filings
Historical chart of Morningstar Investment Services investment in Invesco
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Quarterly reported holdings in Invesco by Morningstar Investment Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $353k | 24k | 14.46 |
| 2023-06-30 | $379k | 23k | 16.69 |
| 2023-03-31 | $334k | 21k | 16.09 |
| 2022-12-31 | $361k | 19k | 18.61 |
| 2022-09-30 | $305k | 20k | 15.17 |
| 2022-06-30 | $312k | 19k | 16.58 |
| 2022-03-31 | $358k | 15k | 23.38 |
| 2021-12-31 | $332k | 14k | 23.01 |
| 2021-09-30 | $330k | 13k | 24.63 |
| 2021-06-30 | $290k | 11k | 26.51 |
| 2021-03-31 | $217k | 8.7k | 24.85 |
| 2020-09-30 | $147k | 13k | 11.41 |
| 2020-06-30 | $138k | 13k | 10.42 |
| 2020-03-31 | $137k | 14k | 9.53 |
| 2019-12-31 | $262k | 15k | 17.96 |
| 2019-09-30 | $296k | 17k | 16.97 |
| 2019-06-30 | $395k | 19k | 20.47 |
| 2019-03-31 | $388k | 20k | 19.30 |
| 2018-12-31 | $378k | 23k | 16.72 |
| 2018-09-30 | $541k | 24k | 22.89 |
| 2018-06-30 | $665k | 25k | 26.55 |
| 2018-03-31 | $753k | 24k | 32.02 |
| 2017-12-31 | $791k | 22k | 36.52 |
| 2017-09-30 | $647k | 19k | 35.03 |
| 2017-06-30 | $558k | 16k | 35.18 |
| 2017-03-31 | $404k | 13k | 30.60 |
| 2016-09-30 | $311k | 9.9k | 31.26 |
| 2016-06-30 | $272k | 11k | 25.33 |
| 2016-03-31 | $248k | 8.1k | 30.75 |
| 2015-12-31 | $223k | 6.7k | 33.53 |
| 2015-09-30 | $205k | 6.6k | 31.25 |
| 2014-09-30 | $239k | 6.1k | 39.48 |
| 2014-06-30 | $222k | 5.9k | 37.70 |
More positions owned by Morningstar Investment Services
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