A detailed history of Sound Income Strategies, LLC transactions in Invesco Ltd. stock. As of the latest transaction made, Sound Income Strategies, LLC holds 45 shares of IVZ stock, worth $830. This represents 0.0% of its overall portfolio holdings.

Number of Shares
45
Previous 45 -0.0%
Holding current value
$830
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 12, 2024

SELL
$14.17 - $16.94 $1,402 - $1,677
-99 Reduced 68.75%
45 $0
Q4 2023

Jan 10, 2024

BUY
$12.52 - $18.07 $1,239 - $1,788
99 Added 220.0%
144 $2,000
Q1 2023

Apr 10, 2023

SELL
$15.04 - $20.21 $902 - $1,212
-60 Reduced 57.14%
45 $0
Q4 2022

Jan 11, 2023

SELL
$13.72 - $19.77 $5,488 - $7,908
-400 Reduced 79.21%
105 $0
Q3 2022

Oct 18, 2022

BUY
$13.7 - $19.07 $150 - $209
11 Added 2.23%
505 $7,000
Q3 2021

Oct 12, 2021

SELL
$23.42 - $26.95 $889 - $1,024
-38 Reduced 7.14%
494 $12,000
Q2 2021

Jul 13, 2021

SELL
$25.69 - $29.33 $15,311 - $17,480
-596 Reduced 52.84%
532 $14,000
Q1 2021

Apr 14, 2021

SELL
$16.95 - $26.0 $101 - $156
-6 Reduced 0.53%
1,128 $28,000
Q4 2020

Jan 11, 2021

BUY
$11.25 - $18.07 $33 - $54
3 Added 0.27%
1,134 $20,000
Q3 2020

Oct 08, 2020

BUY
$9.77 - $11.49 $39 - $45
4 Added 0.35%
1,131 $13,000
Q2 2020

Jul 13, 2020

BUY
$6.7 - $11.55 $2,184 - $3,765
326 Added 40.7%
1,127 $12,000
Q1 2020

Apr 07, 2020

BUY
$7.61 - $18.89 $45 - $113
6 Added 0.75%
801 $7,000
Q4 2019

Jan 07, 2020

BUY
$15.35 - $18.43 $12,203 - $14,651
795 New
795 $14,000
Q4 2019

Jan 06, 2020

SELL
$15.35 - $18.43 $12,111 - $14,541
-789 Closed
0 $0
Q3 2019

Oct 04, 2019

BUY
$15.2 - $20.97 $91 - $125
6 Added 0.77%
789 $13,000
Q2 2019

Jul 16, 2019

BUY
$19.54 - $21.97 $4,943 - $5,558
253 Added 47.74%
783 $16,000
Q2 2018

Aug 14, 2018

SELL
$26.51 - $31.78 $1,378 - $1,652
-52 Reduced 8.93%
530 $14,000
Q1 2018

May 15, 2018

BUY
$30.72 - $38.4 $3,041 - $3,801
99 Added 20.5%
582 $19,000
Q4 2017

Feb 14, 2018

BUY
$34.47 - $37.67 $16,649 - $18,194
483
483 $16,000

Others Institutions Holding IVZ

About Invesco Ltd.


  • Ticker IVZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 454,800,000
  • Market Cap $8.39B
  • 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
Track This Portfolio

Track Sound Income Strategies, LLC Portfolio

Follow Sound Income Strategies, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sound Income Strategies, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sound Income Strategies, LLC with notifications on news.