Visionary Wealth Advisors Invesco Ltd. Transaction History

Visionary Wealth Advisors

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$12.52 - $18.07 $6,234 - $8,998	-498 Reduced 4.15%	11,496 $205,000
Q3 2023 Nov 13, 2023	SELL	$14.09 - $18.4 $32,378 - $42,283	-2,298 Reduced 16.08%	11,994 $174,000
Q2 2023 Aug 11, 2023	SELL	$14.38 - $17.47 $3,997 - $4,856	-278 Reduced 1.91%	14,292 $240,000
Q4 2022 Feb 13, 2023	SELL	$13.72 - $19.77 $30,184 - $43,494	-2,200 Reduced 13.12%	14,570 $262,000
Q3 2022 Nov 14, 2022	SELL	$13.7 - $19.07 $1,342 - $1,868	-98 Reduced 0.58%	16,770 $230,000
Q2 2022 Aug 12, 2022	SELL	$15.93 - $23.31 $15,898 - $23,263	-998 Reduced 5.59%	16,868 $272,000
Q1 2022 May 12, 2022	BUY	$18.64 - $24.89 $16,142 - $21,554	866 Added 5.09%	17,866 $412,000
Q4 2021 Feb 14, 2022	BUY	$21.76 - $26.53 $19,584 - $23,877	900 Added 5.59%	17,000 $391,000
Q3 2021 Nov 12, 2021	BUY	$23.42 - $26.95 $377,062 - $433,895	16,100 New	16,100 $388,000

532

301M

2.43M

3.84M

Ticker IVZ
Exchange NYSE
Sector Financial Services
Industry Asset Management
Shares Outstandng 454,800,000
Market Cap $7.9B
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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