A detailed history of Cambridge Investment Research Advisors, Inc. transactions in Invesco Ltd. stock. As of the latest transaction made, Cambridge Investment Research Advisors, Inc. holds 72,075 shares of IVZ stock, worth $1.08 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
72,075
Previous 34,409 109.47%
Holding current value
$1.08 Million
Previous $614,000 94.79%
% of portfolio
0.0%
Previous 0.0%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 24, 2024

BUY
$15.09 - $18.22 $568,379 - $686,274
37,666 Added 109.47%
72,075 $1.2 Million
Q4 2023

Feb 09, 2024

SELL
$12.52 - $18.07 $27,231 - $39,302
-2,175 Reduced 5.95%
34,409 $614,000
Q3 2023

Oct 24, 2023

SELL
$14.09 - $18.4 $157,469 - $205,638
-11,176 Reduced 23.4%
36,584 $531,000
Q2 2023

Jul 13, 2023

SELL
$14.38 - $17.47 $2.3 Million - $2.79 Million
-159,881 Reduced 77.0%
47,760 $803,000
Q1 2023

May 11, 2023

BUY
$15.04 - $20.21 $2.58 Million - $3.46 Million
171,437 Added 473.53%
207,641 $3.41 Million
Q4 2022

Feb 08, 2023

SELL
$13.72 - $19.77 $15,558 - $22,419
-1,134 Reduced 3.04%
36,204 $651,000
Q3 2022

Oct 17, 2022

BUY
$13.7 - $19.07 $44,977 - $62,606
3,283 Added 9.64%
37,338 $511,000
Q2 2022

Jul 13, 2022

SELL
$15.93 - $23.31 $235,748 - $344,964
-14,799 Reduced 30.29%
34,055 $549,000
Q1 2022

May 12, 2022

SELL
$18.64 - $24.89 $82,966 - $110,785
-4,451 Reduced 8.35%
48,854 $1.13 Million
Q4 2021

Feb 03, 2022

SELL
$21.76 - $26.53 $111,041 - $135,382
-5,103 Reduced 8.74%
53,305 $1.23 Million
Q3 2021

Nov 02, 2021

SELL
$23.42 - $26.95 $468,844 - $539,512
-20,019 Reduced 25.53%
58,408 $1.41 Million
Q2 2021

Aug 10, 2021

SELL
$25.69 - $29.33 $9.75 Million - $11.1 Million
-379,558 Reduced 82.88%
78,427 $2.1 Million
Q1 2021

May 07, 2021

BUY
$16.95 - $26.0 $6.54 Million - $10 Million
385,875 Added 535.12%
457,985 $11.6 Million
Q4 2020

Feb 04, 2021

BUY
$11.25 - $18.07 $138,420 - $222,333
12,304 Added 20.57%
72,110 $1.26 Million
Q3 2020

Oct 29, 2020

BUY
$9.77 - $11.49 $308,565 - $362,888
31,583 Added 111.91%
59,806 $682,000
Q2 2020

Jul 27, 2020

SELL
$6.7 - $11.55 $1,876 - $3,234
-280 Reduced 0.98%
28,223 $303,000
Q1 2020

May 08, 2020

SELL
$7.61 - $18.89 $180,105 - $447,069
-23,667 Reduced 45.37%
28,503 $258,000
Q4 2019

Feb 04, 2020

BUY
$15.35 - $18.43 $130,782 - $157,023
8,520 Added 19.52%
52,170 $938,000
Q3 2019

Nov 06, 2019

BUY
$15.2 - $20.97 $237,758 - $328,012
15,642 Added 55.85%
43,650 $739,000
Q3 2019

Oct 28, 2019

BUY
$15.2 - $20.97 $1,140 - $1,572
75 Added 0.27%
28,008 $474,000
Q2 2019

Aug 15, 2019

SELL
$19.54 - $21.97 $70,344 - $79,092
-3,600 Reduced 11.42%
27,933 $0
Q1 2019

May 08, 2019

BUY
$16.43 - $20.24 $32,564 - $40,115
1,982 Added 6.71%
31,533 $0
Q4 2018

Feb 05, 2019

BUY
$15.71 - $23.24 $10,965 - $16,221
698 Added 2.42%
29,551 $494,000
Q3 2018

Nov 02, 2018

BUY
$22.88 - $27.36 $142,405 - $170,288
6,224 Added 27.5%
28,853 $0
Q2 2018

Aug 10, 2018

SELL
$26.51 - $31.78 $26,987 - $32,352
-1,018 Reduced 4.3%
22,629 $0
Q1 2018

May 09, 2018

BUY
$30.72 - $38.4 $237,527 - $296,908
7,732 Added 48.58%
23,647 $0
Q4 2017

Feb 22, 2018

BUY
$34.47 - $37.67 $55,289 - $60,422
1,604 Added 11.21%
15,915 $0
Q3 2017

Nov 07, 2017

BUY
$31.69 - $35.2 $42,971 - $47,731
1,356 Added 10.47%
14,311 $501,000
Q2 2017

Aug 08, 2017

BUY
N/A
12,955
12,955 $456,000

Others Institutions Holding IVZ

About Invesco Ltd.


  • Ticker IVZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 454,800,000
  • Market Cap $6.8B
  • 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 Cambridge Investment Research Advisors, Inc. Portfolio

Follow Cambridge Investment Research Advisors, Inc. 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 Cambridge Investment Research Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Cambridge Investment Research Advisors, Inc. with notifications on news.