A detailed history of Independent Advisor Alliance transactions in Invesco Ltd. stock. As of the latest transaction made, Independent Advisor Alliance holds 16,177 shares of IVZ stock, worth $340,364. This represents 0.01% of its overall portfolio holdings.

Number of Shares
16,177
Previous 11,215 44.24%
Holding current value
$340,364
Previous $170,000 50.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Aug 11, 2025

BUY
$12.14 - $15.77 $60,238 - $78,250
4,962 Added 44.24%
16,177 $255,000
Q1 2025

May 12, 2025

BUY
$14.82 - $19.34 $166,206 - $216,898
11,215 New
11,215 $170,000
Q4 2021

Feb 11, 2022

SELL
$21.76 - $26.53 $379,733 - $462,975
-17,451 Closed
0 $0
Q3 2021

Nov 01, 2021

SELL
$23.42 - $26.95 $247,268 - $284,538
-10,558 Reduced 37.7%
17,451 $421,000
Q2 2021

Aug 12, 2021

SELL
$25.69 - $29.33 $5.71 Million - $6.52 Million
-222,450 Reduced 88.82%
28,009 $749,000
Q1 2021

May 14, 2021

BUY
$16.95 - $26.0 $4.25 Million - $6.51 Million
250,459 New
250,459 $6.32 Million

Others Institutions Holding IVZ

About Invesco Ltd.


  • Ticker IVZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 454,800,000
  • Market Cap $9.57B
  • 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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