A detailed history of Burney CO transactions in Invesco Ltd. stock. As of the latest transaction made, Burney CO holds 10,939 shares of IVZ stock, worth $201,386. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,939
Previous 14,176 22.83%
Holding current value
$201,386
Previous $212,000 9.43%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 18, 2024

SELL
$14.85 - $17.74 $48,069 - $57,424
-3,237 Reduced 22.83%
10,939 $192,000
Q2 2024

Jul 29, 2024

BUY
$14.17 - $16.94 $44,635 - $53,361
3,150 Added 28.57%
14,176 $212,000
Q1 2024

May 22, 2024

BUY
$15.09 - $18.22 $166,382 - $200,893
11,026 New
11,026 $182,000
Q1 2021

May 13, 2021

SELL
$16.95 - $26.0 $236,452 - $362,700
-13,950 Closed
0 $0
Q4 2020

Feb 11, 2021

BUY
$11.25 - $18.07 $156,937 - $252,076
13,950 New
13,950 $243,000

Others Institutions Holding IVZ

About Invesco Ltd.


  • Ticker IVZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 454,800,000
  • Market Cap $8.37B
  • 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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