A detailed history of Iron Financial, LLC transactions in Invesco Ltd. stock. As of the latest transaction made, Iron Financial, LLC holds 12,116 shares of IVZ stock, worth $182,345. This represents 0.11% of its overall portfolio holdings.

Number of Shares
12,116
Previous 11,103 9.12%
Holding current value
$182,345
Previous $198,000 1.52%
% of portfolio
0.11%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 23, 2024

BUY
$15.09 - $18.22 $15,286 - $18,456
1,013 Added 9.12%
12,116 $201,000
Q4 2023

Jan 19, 2024

SELL
$12.52 - $18.07 $6,823 - $9,848
-545 Reduced 4.68%
11,103 $198,000
Q3 2023

Oct 31, 2023

BUY
$14.09 - $18.4 $5,509 - $7,194
391 Added 3.47%
11,648 $169,000
Q2 2023

Jul 24, 2023

SELL
$14.38 - $17.47 $2,746 - $3,336
-191 Reduced 1.67%
11,257 $189,000
Q1 2023

Apr 25, 2023

BUY
$15.04 - $20.21 $172,177 - $231,364
11,448 New
11,448 $187,000

Others Institutions Holding IVZ

About Invesco Ltd.


  • Ticker IVZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 454,800,000
  • Market Cap $6.84B
  • 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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