United Capital Financial Advisers, LLC Invesco Ltd. Transaction History

United Capital Financial Advisers, LLC

  • $19.9 Billion
  • Q3 2024

A detailed history of United Capital Financial Advisers, LLC transactions in Invesco Ltd. stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 12,956 shares of IVZ stock, worth $224,527. This represents 0.0% of its overall portfolio holdings.

Number of Shares
12,956
Previous 12,868 0.68%
Holding current value
$224,527
Previous $192,000 18.23%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 12, 2024
BUY
$14.85 - $17.74 $1,306 - $1,561
88 Added 0.68%
12,956 $227,000
Q2 2024

Aug 14, 2024
SELL
$14.17 - $16.94 $6,390 - $7,639
-451 Reduced 3.39%
12,868 $192,000
Q1 2024

May 15, 2024
SELL
$15.09 - $18.22 $41,980 - $50,688
-2,782 Reduced 17.28%
13,319 $220,000
Q4 2023

Feb 14, 2024
SELL
$12.52 - $18.07 $42,342 - $61,112
-3,382 Reduced 17.36%
16,101 $287,000
Q3 2023

Nov 14, 2023
SELL
$14.09 - $18.4 $19,077 - $24,913
-1,354 Reduced 6.5%
19,483 $282,000
Q2 2023

Aug 14, 2023
BUY
$14.38 - $17.47 $7,621 - $9,259
530 Added 2.61%
20,837 $350,000
Q1 2023

Aug 14, 2023
SELL
$15.04 - $20.21 $7,971 - $10,711
-530 Reduced 2.54%
20,307 $333,000
Q1 2023

May 15, 2023
SELL
$15.04 - $20.21 $27,944 - $37,550
-1,858 Reduced 8.38%
20,307 $333,000
Q4 2022

Feb 14, 2023
SELL
$13.72 - $19.77 $18,357 - $26,452
-1,338 Reduced 5.69%
22,165 $398,000
Q3 2022

Nov 14, 2022
SELL
$13.7 - $19.07 $60,759 - $84,575
-4,435 Reduced 15.87%
23,503 $322,000
Q2 2022

Aug 11, 2022
SELL
$15.93 - $23.31 $122,661 - $179,487
-7,700 Reduced 21.61%
27,938 $451,000
Q1 2022

May 16, 2022
SELL
$18.64 - $24.89 $60,654 - $80,992
-3,254 Reduced 8.37%
35,638 $822,000
Q4 2021

Feb 14, 2022
SELL
$21.76 - $26.53 $103,577 - $126,282
-4,760 Reduced 10.9%
38,892 $895,000
Q3 2021

Nov 15, 2021
SELL
$23.42 - $26.95 $456,245 - $525,012
-19,481 Reduced 30.86%
43,652 $1.05 Million
Q2 2021

Aug 13, 2021
SELL
$25.69 - $29.33 $55,027 - $62,824
-2,142 Reduced 3.28%
63,133 $1.69 Million
Q1 2021

May 14, 2021
SELL
$16.95 - $26.0 $174,313 - $267,384
-10,284 Reduced 13.61%
65,275 $1.65 Million
Q4 2020

Feb 17, 2021
SELL
$11.25 - $18.07 $160,301 - $257,479
-14,249 Reduced 15.87%
75,559 $1.32 Million
Q3 2020

Nov 13, 2020
BUY
$9.77 - $11.49 $25,177 - $29,609
2,577 Added 2.95%
89,808 $1.03 Million
Q2 2020

Aug 13, 2020
BUY
$6.7 - $11.55 $196,537 - $338,807
29,334 Added 50.67%
87,231 $939,000
Q1 2020

May 15, 2020
BUY
$7.61 - $18.89 $47,166 - $117,080
6,198 Added 11.99%
57,897 $526,000
Q4 2019

Feb 14, 2020
BUY
$15.35 - $18.43 $86,911 - $104,350
5,662 Added 12.3%
51,699 $930,000
Q3 2019

Nov 14, 2019
SELL
$15.2 - $20.97 $54,598 - $75,324
-3,592 Reduced 7.24%
46,037 $780,000
Q2 2019

Aug 13, 2019
BUY
$19.54 - $21.97 $12,095 - $13,599
619 Added 1.26%
49,629 $1.02 Million
Q1 2019

May 14, 2019
BUY
$16.43 - $20.24 $805,234 - $991,962
49,010 New
49,010 $946,000
Q3 2018

Nov 14, 2018
SELL
$22.88 - $27.36 $1.03 Million - $1.23 Million
-44,967 Closed
0 $0
Q2 2018

Aug 14, 2018
BUY
$26.51 - $31.78 $25,025 - $30,000
944 Added 2.14%
44,967 $1.19 Million
Q1 2018

May 15, 2018
SELL
$30.72 - $38.4 $193,413 - $241,766
-6,296 Reduced 12.51%
44,023 $1.41 Million
Q4 2017

Feb 13, 2018
SELL
$34.47 - $37.67 $41,398 - $45,241
-1,201 Reduced 2.33%
50,319 $1.84 Million
Q3 2017

Nov 14, 2017
BUY
$31.69 - $35.2 $1.43 Million - $1.59 Million
45,135 Added 706.89%
51,520 $1.81 Million
Q2 2017

Aug 14, 2017
BUY
N/A
6,385
6,385 $225,000

Others Institutions Holding IVZ

# of Institutions
547
Shares Held
302M
Call Options Held
5.86M
Put Options Held
4.67M
View Full List

About Invesco Ltd.

IVZ Quotes by TradingView
  • Ticker IVZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 454,800,000
  • Market Cap $7.88B
  • 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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