A detailed history of Lloyd Advisory Services, Llc. transactions in Invesco Ltd. stock. As of the latest transaction made, Lloyd Advisory Services, Llc. holds 47,320 shares of IVZ stock, worth $709,800. This represents 0.25% of its overall portfolio holdings.

Number of Shares
47,320
Holding current value
$709,800
% of portfolio
0.25%

Shares

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

Apr 12, 2024

BUY
$15.09 - $18.22 $714,058 - $862,170
47,320 New
47,320 $785,000
Q2 2022

Aug 15, 2022

SELL
$15.93 - $23.31 $15,165 - $22,191
-952 Closed
0 $0
Q1 2022

May 02, 2022

BUY
$18.64 - $24.89 $2,553 - $3,409
137 Added 16.81%
952 $22,000
Q4 2021

Jan 26, 2022

BUY
$21.76 - $26.53 $1,719 - $2,095
79 Added 10.73%
815 $19,000
Q3 2021

Oct 21, 2021

BUY
$23.42 - $26.95 $7,353 - $8,462
314 Added 74.41%
736 $18,000
Q2 2021

Aug 09, 2021

BUY
$25.69 - $29.33 $3,879 - $4,428
151 Added 55.72%
422 $11,000
Q4 2020

Feb 04, 2021

BUY
$11.25 - $18.07 $3,048 - $4,896
271 New
271 $5,000
Q2 2020

Aug 07, 2020

SELL
$6.7 - $11.55 $30,444 - $52,483
-4,544 Closed
0 $0
Q1 2020

Jun 03, 2020

SELL
$7.61 - $18.89 $3,911 - $9,709
-514 Reduced 10.16%
4,544 $41,000
Q4 2019

Feb 12, 2020

BUY
$15.35 - $18.43 $77,640 - $93,218
5,058 New
5,058 $91,000

Others Institutions Holding IVZ

About Invesco Ltd.


  • Ticker IVZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 454,800,000
  • Market Cap $6.82B
  • 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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