Beacon Pointe Advisors, LLC Invesco Ltd. Transaction History

Beacon Pointe Advisors, LLC

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 11, 2023	BUY	$14.38 - $17.47 $1,136 - $1,380	79 Added 0.56%	14,209 $238,000
Q1 2023 May 12, 2023	BUY	$15.04 - $20.21 $2,135 - $2,869	142 Added 1.02%	14,130 $231,000
Q4 2022 Feb 14, 2023	SELL	$13.72 - $19.77 $14,145 - $20,382	-1,031 Reduced 6.86%	13,988 $251,000
Q3 2022 Nov 09, 2022	BUY	$13.7 - $19.07 $1,109 - $1,544	81 Added 0.54%	15,019 $206,000
Q2 2022 Aug 11, 2022	SELL	$15.93 - $23.31 $89,510 - $130,978	-5,619 Reduced 27.33%	14,938 $242,000
Q1 2022 May 17, 2022	BUY	$18.64 - $24.89 $109,789 - $146,602	5,890 Added 40.16%	20,557 $474,000
Q4 2021 Feb 14, 2022	BUY	$21.76 - $26.53 $1,980 - $2,414	91 Added 0.62%	14,667 $338,000
Q3 2021 Nov 15, 2021	BUY	$23.42 - $26.95 $126,233 - $145,260	5,390 Added 58.68%	14,576 $351,000
Q2 2021 Aug 17, 2021	BUY	$25.69 - $29.33 $235,988 - $269,425	9,186 New	9,186 $246,000

548

303M

5.86M

4.67M

Ticker IVZ
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 454,800,000
Market Cap $8.2B
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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