A detailed history of Meridian Wealth Advisors, LLC transactions in Invesco Ltd. stock. As of the latest transaction made, Meridian Wealth Advisors, LLC holds 10,798 shares of IVZ stock, worth $197,495. This represents 0.04% of its overall portfolio holdings.

Number of Shares
10,798
Previous 10,798 -0.0%
Holding current value
$197,495
Previous $161,000 17.39%
% of portfolio
0.04%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2022

May 12, 2022

SELL
$18.64 - $24.89 $94,635 - $126,366
-5,077 Reduced 31.98%
10,798 $249,000
Q4 2020

May 07, 2021

BUY
$11.25 - $18.07 $178,593 - $286,861
15,875 New
15,875 $277,000
Q4 2020

Feb 16, 2021

SELL
$11.25 - $18.07 $178,593 - $286,861
-15,875 Closed
0 $0
Q3 2019

Nov 08, 2019

BUY
$15.2 - $20.97 $241,300 - $332,898
15,875 New
15,875 $269,000

Others Institutions Holding IVZ

About Invesco Ltd.


  • Ticker IVZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 454,800,000
  • Market Cap $8.32B
  • 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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