A detailed history of Core Cap Advisors, LLC transactions in Invesco Ltd. stock. As of the latest transaction made, Core Cap Advisors, LLC holds 774 shares of IVZ stock, worth $14,148. This represents 0.0% of its overall portfolio holdings.

Number of Shares
774
Previous 516 50.0%
Holding current value
$14,148
Previous $7,000 85.71%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 08, 2024

BUY
$14.85 - $17.74 $3,831 - $4,576
258 Added 50.0%
774 $13,000
Q2 2024

Aug 08, 2024

BUY
$14.17 - $16.94 $7,311 - $8,741
516 New
516 $7,000
Q4 2022

Feb 10, 2023

BUY
$13.72 - $19.77 $7,408 - $10,675
540 New
540 $9,000
Q2 2022

Aug 11, 2022

BUY
$15.93 - $23.31 $16,742 - $24,498
1,051 New
1,051 $17,000
Q1 2022

Apr 29, 2022

SELL
$18.64 - $24.89 $19,590 - $26,159
-1,051 Closed
0 $0
Q4 2021

Feb 10, 2022

BUY
$21.76 - $26.53 $22,869 - $27,883
1,051 New
1,051 $24,000

Others Institutions Holding IVZ

About Invesco Ltd.


  • Ticker IVZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 454,800,000
  • Market Cap $8.31B
  • 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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