A detailed history of Hoertkorn Richard Charles transactions in Invesco Ltd. stock. As of the latest transaction made, Hoertkorn Richard Charles holds 7,667 shares of IVZ stock, worth $136,089. This represents 0.07% of its overall portfolio holdings.

Number of Shares
7,667
Previous 8,333 7.99%
Holding current value
$136,089
Previous $124,000 8.06%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 22, 2024

SELL
$14.85 - $17.74 $9,890 - $11,814
-666 Reduced 7.99%
7,667 $134,000
Q2 2024

Jul 22, 2024

SELL
$14.17 - $16.94 $23,621 - $28,238
-1,667 Reduced 16.67%
8,333 $124,000
Q4 2022

Feb 10, 2023

BUY
$13.72 - $19.77 $137,200 - $197,700
10,000 New
10,000 $179,000

Others Institutions Holding IVZ

About Invesco Ltd.


  • Ticker IVZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 454,800,000
  • Market Cap $8.07B
  • 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 Hoertkorn Richard Charles Portfolio

Follow Hoertkorn Richard Charles 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 Hoertkorn Richard Charles, based on Form 13F filings with the SEC.

News

Stay updated on Hoertkorn Richard Charles with notifications on news.