A detailed history of Rothschild Investment LLC transactions in Invesco Ltd. stock. As of the latest transaction made, Rothschild Investment LLC holds 53,070 shares of IVZ stock, worth $970,119. This represents 0.06% of its overall portfolio holdings.

Number of Shares
53,070
Previous 53,530 0.86%
Holding current value
$970,119
Previous $801 Million 16.37%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 18, 2024

SELL
$14.85 - $17.74 $6,831 - $8,160
-460 Reduced 0.86%
53,070 $932 Million
Q2 2024

Jul 30, 2024

BUY
$14.17 - $16.94 $758,520 - $906,798
53,530 New
53,530 $801 Million
Q1 2024

Jul 31, 2024

BUY
$15.09 - $18.22 $20,975 - $25,325
1,390 Added 2.5%
57,071 $947 Million
Q4 2023

Jul 31, 2024

BUY
$12.52 - $18.07 $26,930 - $38,868
2,151 Added 4.02%
55,681 $993 Million

Others Institutions Holding IVZ

About Invesco Ltd.


  • Ticker IVZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 454,800,000
  • Market Cap $8.31B
  • 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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