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Disclosery

FIRST TRUST ADVISORS LP: IVT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST TRUST ADVISORS LP on IVT, newest first. How the timeline and the estimate are built.

FIRST TRUST ADVISORS LP held 153,906 IVT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 153,906 shares
    Change vs previous 13F +32,346 shares

    <0.01% of the 13F portfolio, value $5,448,272.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 121,560 shares
    Change vs previous 13F +110,194 shares

    <0.01% of the 13F portfolio, value $3,702,717.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 11,366 shares
    Change vs previous 13F +84 shares

    <0.01% of the 13F portfolio, value $320,634.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 11,282 shares
    Change vs previous 13F -56,016 shares

    <0.01% of the 13F portfolio, value $322,890.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 67,298 shares
    Change vs previous 13F +29,484 shares

    <0.01% of the 13F portfolio, value $1,843,965.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 37,814 shares
    Change vs previous 13F -3,383 shares

    <0.01% of the 13F portfolio, value $1,110,597.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 41,197 shares
    Change vs previous 13F -27,042 shares

    <0.01% of the 13F portfolio, value $1,241,265.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 68,239 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $1,935,940.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).