Invesco shares owned by Rothschild Investment
Quarter-by-quarter ownership of Invesco (IVZ) shares owned by Rothschild Investment
from 13F filings
Historical chart of Rothschild Investment investment in Invesco
Tip: Access up to 7 years of quarterly data
All positions including Invesco held by Rothschild Investment consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Invesco by Rothschild Investment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 47k | 22.94 |
| 2025-06-30 | $679k | 43k | 15.77 |
| 2025-03-31 | $753k | 50k | 15.17 |
| 2024-12-31 | $919k | 53k | 17.48 |
| 2024-09-30 | $932k | 53k | 17.56 |
| 2024-06-30 | $801k | 54k | 14.96 |
| 2024-03-31 | $947k | 57k | 16.59 |
| 2023-12-31 | $993k | 56k | 17.84 |