A detailed history of Plante Moran Financial Advisors, LLC transactions in Invesco Ltd. stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 26 shares of IVZ stock, worth $467. This represents 0.0% of its overall portfolio holdings.

Number of Shares
26
Holding current value
$467
% of portfolio
0.0%

Shares

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

Oct 30, 2024

BUY
$14.85 - $17.74 $386 - $461
26 New
26 $0
Q1 2022

May 06, 2022

SELL
$18.64 - $24.89 $3,411 - $4,554
-183 Closed
0 $0
Q4 2021

Feb 09, 2022

BUY
$21.76 - $26.53 $3,982 - $4,854
183 New
183 $4,000
Q4 2019

Feb 14, 2020

SELL
$15.35 - $18.43 $1,749 - $2,101
-114 Closed
0 $0
Q3 2019

Nov 13, 2019

SELL
$15.2 - $20.97 $3,070 - $4,235
-202 Reduced 63.92%
114 $1,000
Q2 2019

Aug 13, 2019

BUY
$19.54 - $21.97 $6,174 - $6,942
316 New
316 $6,000
Q3 2018

Nov 09, 2018

SELL
$22.88 - $27.36 $2,059 - $2,462
-90 Closed
0 $0
Q2 2018

Jul 26, 2018

SELL
$26.51 - $31.78 $37,644 - $45,127
-1,420 Reduced 94.04%
90 $2,000
Q1 2018

May 01, 2018

BUY
$30.72 - $38.4 $35,758 - $44,697
1,164 Added 336.42%
1,510 $48,000
Q4 2017

Feb 01, 2018

BUY
$34.47 - $37.67 $103 - $113
3 Added 0.87%
346 $13,000
Q3 2017

Nov 08, 2017

BUY
$31.69 - $35.2 $10,869 - $12,073
343
343 $12,000

Others Institutions Holding IVZ

About Invesco Ltd.


  • Ticker IVZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 454,800,000
  • Market Cap $8.18B
  • 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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