A detailed history of B.O.S.S. Retirement Advisors, LLC transactions in Invesco Ltd. stock. As of the latest transaction made, B.O.S.S. Retirement Advisors, LLC holds 72,037 shares of IVZ stock, worth $1.32 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
72,037
Previous 69,621 3.47%
Holding current value
$1.32 Million
Previous $1.04 Billion 21.45%
% of portfolio
0.25%
Previous 0.27%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$14.85 - $17.74 $35,877 - $42,859
2,416 Added 3.47%
72,037 $1.26 Billion
Q2 2024

Jul 12, 2024

SELL
$14.17 - $16.94 $50,459 - $60,323
-3,561 Reduced 4.87%
69,621 $1.04 Billion
Q1 2024

Apr 29, 2024

SELL
$15.09 - $18.22 $132,369 - $159,825
-8,772 Reduced 10.7%
73,182 $1.31 Billion
Q4 2023

Jan 25, 2024

BUY
$12.52 - $18.07 $1.03 Million - $1.48 Million
81,954 New
81,954 $1.46 Billion
Q4 2023

Jan 19, 2024

SELL
$12.52 - $18.07 $1.04 Million - $1.5 Million
-83,164 Closed
0 $1.46 Billion
Q4 2023

Jan 08, 2024

SELL
$12.52 - $18.07 $115,659 - $166,930
-9,238 Reduced 10.0%
83,164 $1.21 Billion
Q3 2023

Oct 17, 2023

SELL
$14.09 - $18.4 $109,873 - $143,483
-7,798 Reduced 7.78%
92,402 $1.34 Billion
Q2 2023

Jul 10, 2023

BUY
$14.38 - $17.47 $97,855 - $118,883
6,805 Added 7.29%
100,200 $1.68 Billion
Q1 2023

Apr 17, 2023

SELL
$15.04 - $20.21 $106,182 - $142,682
-7,060 Reduced 7.03%
93,395 $1.53 Billion
Q4 2022

Feb 06, 2023

BUY
$13.72 - $19.77 $1.38 Million - $1.99 Million
100,455 New
100,455 $1.81 Billion

Others Institutions Holding IVZ

About Invesco Ltd.


  • Ticker IVZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 454,800,000
  • Market Cap $8.32B
  • Description
  • Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equit...
More about IVZ
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