A detailed history of Baystate Wealth Management LLC transactions in Invesco Ltd. stock. As of the latest transaction made, Baystate Wealth Management LLC holds 47 shares of IVZ stock, worth $836. This represents 0.0% of its overall portfolio holdings.

Number of Shares
47
Previous 39 20.51%
Holding current value
$836
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024

BUY
$12.52 - $18.07 $100 - $144
8 Added 20.51%
47 $0
Q3 2023

Oct 25, 2023

BUY
$14.09 - $18.4 $14 - $18
1 Added 2.63%
39 $0
Q2 2023

Sep 21, 2023

BUY
$14.38 - $17.47 $546 - $663
38 New
38 $0
Q1 2023

Apr 25, 2023

BUY
$15.04 - $20.21 $15 - $20
1 Added 2.7%
38 $0
Q2 2022

Aug 02, 2022

BUY
$15.93 - $23.31 $15 - $23
1 Added 2.78%
37 $1,000
Q3 2021

Nov 05, 2021

BUY
$23.42 - $26.95 $23 - $26
1 Added 2.86%
36 $1,000
Q3 2020

Oct 14, 2020

BUY
$9.77 - $11.49 $9 - $11
1 Added 2.94%
35 $0
Q1 2020

Apr 22, 2020

BUY
$7.61 - $18.89 $7 - $18
1 Added 3.03%
34 $0
Q3 2019

Oct 30, 2019

BUY
$15.2 - $20.97 $15 - $20
1 Added 3.13%
33 $1,000
Q2 2019

Jul 02, 2019

BUY
$19.54 - $21.97 $19 - $21
1 Added 3.23%
32 $1,000
Q4 2018

Jan 24, 2019

SELL
$15.71 - $23.24 $2,749 - $4,066
-175 Reduced 84.95%
31 $1,000
Q3 2018

Oct 16, 2018

BUY
$22.88 - $27.36 $45 - $54
2 Added 0.98%
206 $4,000
Q2 2018

Jul 17, 2018

SELL
$26.51 - $31.78 $5,328 - $6,387
-201 Reduced 49.63%
204 $5,000
Q1 2018

Apr 24, 2018

BUY
$30.72 - $38.4 $921 - $1,152
30 Added 8.0%
405 $13,000
Q4 2017

Jan 23, 2018

SELL
$34.47 - $37.67 $4,067 - $4,445
-118 Reduced 23.94%
375 $14,000
Q3 2017

Oct 10, 2017

BUY
$31.69 - $35.2 $15,623 - $17,353
493
493 $18,000

Others Institutions Holding IVZ

About Invesco Ltd.


  • Ticker IVZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 454,800,000
  • Market Cap $8.1B
  • 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
Track This Portfolio

Track Baystate Wealth Management LLC Portfolio

Follow Baystate Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Baystate Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Baystate Wealth Management LLC with notifications on news.