A detailed history of Bell Investment Advisors, Inc transactions in Invesco Ltd. stock. As of the latest transaction made, Bell Investment Advisors, Inc holds 479 shares of IVZ stock, worth $8,693. This represents 0.0% of its overall portfolio holdings.

Number of Shares
479
Previous 515 6.99%
Holding current value
$8,693
Previous $7,000 14.29%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 13, 2024

SELL
$14.85 - $17.74 $534 - $638
-36 Reduced 6.99%
479 $8,000
Q4 2023

Feb 14, 2024

BUY
$12.52 - $18.07 $1,164 - $1,680
93 Added 22.04%
515 $9,000
Q3 2023

Nov 08, 2023

BUY
$14.09 - $18.4 $3,592 - $4,692
255 Added 152.69%
422 $6,000
Q2 2023

Aug 09, 2023

SELL
$14.38 - $17.47 $1,826 - $2,218
-127 Reduced 43.2%
167 $2,000
Q1 2023

May 10, 2023

BUY
$15.04 - $20.21 $902 - $1,212
60 Added 25.64%
294 $4,000
Q4 2022

Feb 08, 2023

BUY
$13.72 - $19.77 $2,318 - $3,341
169 Added 260.0%
234 $4,000
Q3 2022

Nov 09, 2022

SELL
$13.7 - $19.07 $493 - $686
-36 Reduced 35.64%
65 $1,000
Q2 2022

Aug 12, 2022

SELL
$15.93 - $23.31 $1,863 - $2,727
-117 Reduced 53.67%
101 $2,000
Q4 2021

Feb 14, 2022

BUY
$21.76 - $26.53 $3,155 - $3,846
145 Added 198.63%
218 $5,000
Q3 2021

Nov 12, 2021

BUY
$23.42 - $26.95 $1,709 - $1,967
73 New
73 $2,000

Others Institutions Holding IVZ

About Invesco Ltd.


  • Ticker IVZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 454,800,000
  • Market Cap $8.25B
  • 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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