A detailed history of Greenwood Capital Associates LLC transactions in Invesco Ltd. stock. As of the latest transaction made, Greenwood Capital Associates LLC holds 72,507 shares of IVZ stock, worth $1.3 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
72,507
Previous 72,310 0.27%
Holding current value
$1.3 Million
Previous $1.08 Million 17.76%
% of portfolio
0.17%
Previous 0.15%

Shares

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

Oct 30, 2024

BUY
$14.85 - $17.74 $2,925 - $3,494
197 Added 0.27%
72,507 $1.27 Million
Q2 2024

Aug 08, 2024

BUY
$14.17 - $16.94 $118,546 - $141,720
8,366 Added 13.08%
72,310 $1.08 Million
Q1 2024

May 01, 2024

BUY
$15.09 - $18.22 $964,914 - $1.17 Million
63,944 New
63,944 $1.06 Million
Q2 2021

Aug 16, 2021

SELL
$25.69 - $29.33 $804,456 - $918,439
-31,314 Closed
0 $0
Q1 2021

May 14, 2021

BUY
$16.95 - $26.0 $288,082 - $441,896
16,996 Added 118.7%
31,314 $790,000
Q4 2020

Feb 09, 2021

BUY
$11.25 - $18.07 $48,712 - $78,243
4,330 Added 43.35%
14,318 $250,000
Q3 2019

Nov 12, 2019

SELL
$15.2 - $20.97 $70,908 - $97,825
-4,665 Reduced 31.84%
9,988 $204,000
Q2 2019

Aug 13, 2019

BUY
$19.54 - $21.97 $286,319 - $321,926
14,653 New
14,653 $300,000
Q2 2018

Aug 07, 2018

SELL
$26.51 - $31.78 $305,978 - $366,804
-11,542 Closed
0 $0
Q1 2018

May 15, 2018

SELL
$30.72 - $38.4 $316,631 - $395,788
-10,307 Reduced 47.17%
11,542 $369,000
Q4 2017

Feb 02, 2018

BUY
$34.47 - $37.67 $65,320 - $71,384
1,895 Added 9.5%
21,849 $798,000
Q3 2017

Nov 03, 2017

BUY
$31.69 - $35.2 $632,342 - $702,380
19,954
19,954 $699,000

Others Institutions Holding IVZ

About Invesco Ltd.


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

Track Greenwood Capital Associates LLC Portfolio

Follow Greenwood Capital Associates LLC 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 Greenwood Capital Associates LLC, based on Form 13F filings with the SEC.

News

Stay updated on Greenwood Capital Associates LLC with notifications on news.