Ropes Wealth Advisors LLC Invesco Ltd. Transaction History

Ropes Wealth Advisors LLC

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 24, 2020	SELL	$7.61 - $18.89 $53,916 - $133,835	-7,085 Closed	0 $0
Q4 2019 Feb 05, 2020	SELL	$15.35 - $18.43 $35,366 - $42,462	-2,304 Reduced 24.54%	7,085 $127,000
Q3 2019 Nov 05, 2019	SELL	$15.2 - $20.97 $14,820 - $20,445	-975 Reduced 9.41%	9,389 $159,000
Q2 2019 Jul 31, 2019	SELL	$19.54 - $21.97 $122,085 - $137,268	-6,248 Reduced 37.61%	10,364 $212,000
Q1 2019 Apr 15, 2019	SELL	$16.43 - $20.24 $21,769 - $26,817	-1,325 Reduced 7.39%	16,612 $321,000
Q4 2018 Feb 08, 2019	SELL	$15.71 - $23.24 $46,768 - $69,185	-2,977 Reduced 14.23%	17,937 $300,000
Q3 2018 Oct 30, 2018	BUY	$22.88 - $27.36 $8,008 - $9,576	350 Added 1.7%	20,914 $479,000
Q1 2018 Apr 30, 2018	BUY	$30.72 - $38.4 $7,526 - $9,408	245 Added 1.21%	20,564 $658,000
Q4 2017 Feb 13, 2018	BUY	$34.47 - $37.67 $130,675 - $142,806	3,791 Added 22.94%	20,319 $742,000
Q3 2017 Nov 09, 2017	BUY	$31.69 - $35.2 $523,772 - $581,785	16,528	16,528 $579,000

577

315M

5.63M

3.58M

Ticker IVZ
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 454,800,000
Market Cap $8.41B
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...

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