A detailed history of Optimum Investment Advisors transactions in Invesco Ltd. stock. As of the latest transaction made, Optimum Investment Advisors holds 3,500 shares of IVZ stock, worth $52,675. This represents 0.03% of its overall portfolio holdings.

Number of Shares
3,500
Previous 5,300 33.96%
Holding current value
$52,675
Previous $94,000 38.3%
% of portfolio
0.03%
Previous 0.05%

Shares

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

Apr 11, 2024

SELL
$15.09 - $18.22 $27,162 - $32,796
-1,800 Reduced 33.96%
3,500 $58,000
Q1 2022

Apr 08, 2022

SELL
$18.64 - $24.89 $9,320 - $12,445
-500 Reduced 8.62%
5,300 $122,000
Q3 2021

Oct 22, 2021

SELL
$23.42 - $26.95 $292,750 - $336,875
-12,500 Reduced 68.31%
5,800 $140,000
Q2 2021

Aug 02, 2021

SELL
$25.69 - $29.33 $115,348 - $131,691
-4,490 Reduced 19.7%
18,300 $489,000
Q1 2021

Apr 15, 2021

SELL
$16.95 - $26.0 $45,765 - $70,200
-2,700 Reduced 10.59%
22,790 $575,000
Q4 2020

Jan 21, 2021

BUY
$11.25 - $18.07 $262,012 - $420,850
23,290 Added 1058.64%
25,490 $444,000
Q2 2020

Jul 16, 2020

BUY
$6.7 - $11.55 $4,020 - $6,930
600 Added 37.5%
2,200 $24,000
Q1 2020

Apr 21, 2020

SELL
$7.61 - $18.89 $17,503 - $43,447
-2,300 Reduced 58.97%
1,600 $15,000
Q4 2019

Jan 22, 2020

BUY
$15.35 - $18.43 $59,865 - $71,877
3,900 New
3,900 $70,000
Q4 2018

Feb 04, 2019

SELL
$15.71 - $23.24 $14,139 - $20,916
-900 Closed
0 $0
Q3 2018

Oct 05, 2018

SELL
$22.88 - $27.36 $13,728 - $16,416
-600 Reduced 40.0%
900 $21,000
Q2 2018

Oct 05, 2018

BUY
$26.51 - $31.78 $39,765 - $47,670
1,500 New
1,500 $40,000

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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