A detailed history of Cape Investment Advisory, Inc. transactions in Invesco Ltd. stock. As of the latest transaction made, Cape Investment Advisory, Inc. holds 294 shares of IVZ stock, worth $5,233. This represents 0.0% of its overall portfolio holdings.

Number of Shares
294
Previous 294 -0.0%
Holding current value
$5,233
Previous $4.4 Million 17.39%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jun 21, 2024

BUY
$15.09 - $18.22 $1,312 - $1,585
87 Added 42.03%
294 $4.88 Million
Q2 2023

Oct 12, 2023

BUY
$14.38 - $17.47 $862 - $1,048
60 Added 40.82%
207 $3.48 Million
Q1 2023

Oct 12, 2023

BUY
$15.04 - $20.21 $2,210 - $2,970
147 New
147 $2.41 Million

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
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