A detailed history of Srs Capital Advisors, Inc. transactions in Invesco Ltd. stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 918 shares of IVZ stock, worth $16,505. This represents 0.0% of its overall portfolio holdings.

Number of Shares
918
Previous 582 57.73%
Holding current value
$16,505
Previous $8,000 100.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 06, 2024

BUY
$14.85 - $17.74 $4,989 - $5,960
336 Added 57.73%
918 $16,000
Q2 2024

Aug 06, 2024

BUY
$14.17 - $16.94 $8,246 - $9,859
582 New
582 $8,000
Q2 2023

Aug 14, 2023

BUY
$14.38 - $17.47 $3,005 - $3,651
209 New
209 $3,000
Q4 2022

Feb 24, 2023

BUY
$13.72 - $19.77 $480 - $691
35 Added 11.33%
344 $6,000
Q3 2022

Nov 03, 2022

BUY
$13.7 - $19.07 $4,233 - $5,892
309 New
309 $4,000
Q2 2021

Aug 02, 2021

SELL
$25.69 - $29.33 $1,001 - $1,143
-39 Closed
0 $0
Q4 2020

Feb 03, 2021

BUY
$11.25 - $18.07 $438 - $704
39 New
39 $1,000

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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