Inves Trust Incresed Positions in Q1 2025

Inves Trust

  • $366 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
199K
+ 502.62%
$22.61 - $23.14 $4.51M - $4.61M
239K $5.53B
CVS
Cvs Health Corp

Healthcare
2.45K
+ 6.01%
$44.22 - $68.64 $109K - $168K
43.3K $2.93B
JNJ
Johnson & Johnson

Healthcare
689
+ 1.56%
$142.06 - $167.7 $97.9K - $116K
44.8K $7.43B
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
34.2K
+ 15.18%
$24.79 - $25.26 $849K - $865K
260K $6.56B
SHEL
Shell PLC

Energy
473
+ 0.59%
$62.84 - $73.29 $29.7K - $34.7K
80.1K $5.87B
VZ
Verizon Communications Inc

Communication Services
845
+ 0.57%
$37.81 - $46.49 $31.9K - $39.3K
150K $6.81B
KO
Coca Cola CO

Consumer Defensive
232
+ 0.26%
$60.81 - $72.32 $14.1K - $16.8K
88.1K $6.31B
INTC
Intel Corp

Technology
12K
+ 6.51%
$19.1 - $27.39 $230K - $330K
197K $4.47B
VEA
Vanguard Ftse Developed Market

ETFs
566
+ 0.26%
$47.4 - $52.99 $26.8K - $30K
221K $11.2B
Gsk PLC
3.31K
+ 3.27%
N/A
105K $4.05B
BMY
Bristol Myers Squibb CO

Healthcare
513
+ 0.45%
$53.9 - $63.11 $27.7K - $32.4K
115K $7.02B
SBUX
Starbucks Corp

Consumer Cyclical
389
+ 0.6%
$91.75 - $115.81 $35.7K - $45.1K
65.3K $6.4B
SLB
Schlumberger Limited

Energy
1.95K
+ 1.88%
$38.4 - $43.74 $75K - $85.4K
106K $4.42B
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
10.5K
+ 3.34%
$23.9 - $24.17 $250K - $253K
323K $7.81B
CSCO
Cisco Systems, Inc.

Technology
203
+ 0.2%
$58.74 - $64.87 $11.9K - $13.2K
104K $6.41B
NUE
Nucor Corp

Basic Materials
680
+ 1.8%
$114.48 - $142.52 $77.8K - $96.9K
38.4K $4.62B
EFV
Msci Eafe Value ETF

ETFs
2K
+ 13.77%
$51.88 - $60.73 $104K - $121K
16.5K $974M
EFG
Msci Eafe Growth ETF

ETFs
1.23K
+ 7.48%
$96.1 - $106.37 $119K - $131K
17.7K $1.77B
APD
Air Products & Chemicals, Inc.

Basic Materials
50
+ 0.19%
$283.24 - $338.07 $14.2K - $16.9K
26.1K $7.71B
PG
Procter & Gamble CO

Consumer Defensive
162
+ 0.4%
$158.56 - $176.26 $25.7K - $28.6K
40.9K $6.97B
EFA
Ishares Tr Msci Eafe ETF

ETFs
326
+ 4.01%
$74.85 - $84.89 $24.4K - $27.7K
8.45K $691M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
656
+ 0.2%
N/A
335K $8.11B
VTV
Vanguard Value ETF

ETFs
174
+ 2.99%
$167.73 - $179.21 $29.2K - $31.2K
5.98K $1.03B
PFE
Pfizer Inc

Healthcare
8.73K
+ 4.41%
$25.01 - $27.13 $218K - $237K
207K $5.24B
PEP
Pepsico Inc

Consumer Defensive
441
+ 1.07%
$142.64 - $156.42 $62.9K - $69K
41.7K $6.25B
VBK
Vanguard Small Cap Growth ETF

ETFs
100
+ 6.4%
$247.97 - $296.33 $24.8K - $29.6K
1.66K $418M
VUG
Vanguard Growth ETF

ETFs
99
+ 4.95%
$369.1 - $427.61 $36.5K - $42.3K
2.1K $778M
VBR
Vanguard Small Cap Value ETF

ETFs
155
+ 1.9%
$183.02 - $207.75 $28.4K - $32.2K
8.33K $1.55B
ITW
Illinois Tool Works Inc

Industrials
19
+ 0.08%
$244.9 - $274.48 $4.65K - $5.22K
24K $5.96B
IJS
Ishares S&P Smallcap 600 Value

ETFs
170
+ 0.54%
$96.3 - $112.23 $16.4K - $19.1K
31.4K $3.06B
IWN
Ishares Russell2000 Val ETF

ETFs
6
+ 0.02%
$149.27 - $169.4 $896 - $1.02K
28K $4.23B
UPS
United Parcel Service Inc

Industrials
1.02K
+ 2.64%
$109.66 - $136.26 $112K - $139K
39.6K $4.35B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
4
+ 0.02%
$254.58 - $302.92 $1.02K - $1.21K
18.6K $4.76B
USB
Us Bancorp \De\

Financial Services
892
+ 0.66%
$40.92 - $50.9 $36.5K - $45.4K
137K $5.77B
DIS
Walt Disney CO

Communication Services
86
+ 0.13%
$96.87 - $114.0 $8.33K - $9.8K
64.1K $6.33B
TGT
Target Corp

Consumer Defensive
764
+ 1.68%
$103.65 - $142.5 $79.2K - $109K
46.2K $4.82B
Activity Summary
Buys All Purchases 37 New Holdings 0 Increased Positions 37 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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