Gerber Kawasaki Wealth & Investment Management Invesco Ltd. Transaction History

Gerber Kawasaki Wealth & Investment Management

$1.98 Billion
Q2 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 11, 2022	SELL	$21.76 - $26.53 $19,997 - $24,381	-919 Closed	0 $0
Q3 2021 Nov 15, 2021	BUY	$23.42 - $26.95 $21,522 - $24,767	919 New	919 $22,000

Others Institutions Holding IVZ

# of Institutions

538

Shares Held

301M

Call Options Held

2.43M

Put Options Held

3.84M

Black Rock Inc. New York, NY

54.2M
Shares

$975 Million
0.02% of portfolio
Vanguard Group Inc Valley Forge, PA

49.9M
Shares

$897 Million
0.01% of portfolio
Nelson Peltz Trian Fund Management, L.P. | New York, Ny

27.2M
Shares

$489 Million
12.21% of portfolio
State Street Corp Boston, MA

20.9M
Shares

$376 Million
0.01% of portfolio
Dimensional Fund Advisors LP Austin, TX

19.8M
Shares

$357 Million
0.09% of portfolio

View Full List

About Invesco Ltd.

Ticker IVZ
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 454,800,000
Market Cap $8.18B
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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