A detailed history of Carrera Capital Advisors transactions in Invesco Ltd. stock. As of the latest transaction made, Carrera Capital Advisors holds 10,940 shares of IVZ stock, worth $249,432. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,940
Previous 79,493 86.24%
Holding current value
$249,432
Previous $1.21 Billion 85.69%
% of portfolio
0.03%
Previous 0.27%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 31, 2025

SELL
$12.14 - $15.77 $832,233 - $1.08 Million
-68,553 Reduced 86.24%
10,940 $173 Million
Q1 2025

May 07, 2025

BUY
$14.82 - $19.34 $159,774 - $208,504
10,781 Added 15.69%
79,493 $1.21 Billion
Q4 2024

Feb 06, 2025

BUY
$16.78 - $18.63 $1.15 Million - $1.28 Million
68,712 New
68,712 $1.2 Billion

Others Institutions Holding IVZ

About Invesco Ltd.


  • Ticker IVZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 454,800,000
  • Market Cap $10.4B
  • 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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