Balasa Dinverno & Foltz LLC Invesco Ltd. Transaction History

Balasa Dinverno & Foltz LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Aug 09, 2022	SELL	$15.93 - $23.31 $189,136 - $276,759	-11,873 Closed	0 $0
Q1 2022 Apr 25, 2022	BUY	$18.64 - $24.89 $49,023 - $65,460	2,630 Added 28.45%	11,873 $274,000
Q4 2021 Jan 26, 2022	BUY	$21.76 - $26.53 $10,836 - $13,211	498 Added 5.69%	9,243 $213,000
Q3 2021 Oct 26, 2021	SELL	$23.42 - $26.95 $23,373 - $26,896	-998 Reduced 10.24%	8,745 $211,000
Q2 2021 Jul 23, 2021	BUY	$25.69 - $29.33 $10,584 - $12,083	412 Added 4.42%	9,743 $260,000
Q1 2021 Apr 29, 2021	BUY	$16.95 - $26.0 $158,160 - $242,606	9,331 New	9,331 $235,000

532

301M

2.43M

3.84M

Ticker IVZ
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 454,800,000
Market Cap $7.9B
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...

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