A detailed history of Oxford Financial Group LTD transactions in Invesco Ltd. stock. As of the latest transaction made, Oxford Financial Group LTD holds 12,942 shares of IVZ stock, worth $234,897. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,942
Previous 13,130 1.43%
Holding current value
$234,897
Previous $196,000 15.82%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$14.85 - $17.74 $2,791 - $3,335
-188 Reduced 1.43%
12,942 $227,000
Q2 2024

Aug 13, 2024

BUY
$14.17 - $16.94 $1,912 - $2,286
135 Added 1.04%
13,130 $196,000
Q1 2024

May 13, 2024

BUY
$15.09 - $18.22 $769 - $929
51 Added 0.39%
12,995 $215,000
Q4 2023

Feb 14, 2024

BUY
$12.52 - $18.07 $2,140 - $3,089
171 Added 1.34%
12,944 $230,000
Q3 2023

Nov 13, 2023

SELL
$14.09 - $18.4 $944 - $1,232
-67 Reduced 0.52%
12,773 $185,000
Q2 2023

Aug 10, 2023

BUY
$14.38 - $17.47 $184,639 - $224,314
12,840 New
12,840 $215,000

Others Institutions Holding IVZ

About Invesco Ltd.


  • Ticker IVZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 454,800,000
  • Market Cap $8.25B
  • 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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