A detailed history of Wealthcare Advisory Partners LLC transactions in Invesco Ltd. stock. As of the latest transaction made, Wealthcare Advisory Partners LLC holds 35,138 shares of IVZ stock, worth $642,674. This represents 0.02% of its overall portfolio holdings.

Number of Shares
35,138
Previous 36,989 5.0%
Holding current value
$642,674
Previous $553,000 11.57%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Nov 04, 2024

SELL
$14.85 - $17.74 $27,487 - $32,836
-1,851 Reduced 5.0%
35,138 $617,000
Q2 2024

Aug 09, 2024

SELL
$14.17 - $16.94 $18,350 - $21,937
-1,295 Reduced 3.38%
36,989 $553,000
Q1 2024

Apr 15, 2024

BUY
$15.09 - $18.22 $50,204 - $60,617
3,327 Added 9.52%
38,284 $635,000
Q4 2023

Feb 06, 2024

BUY
$12.52 - $18.07 $60,083 - $86,717
4,799 Added 15.91%
34,957 $623,000
Q3 2023

Oct 12, 2023

BUY
$14.09 - $18.4 $4,945 - $6,458
351 Added 1.18%
30,158 $437,000
Q2 2023

Jul 17, 2023

BUY
$14.38 - $17.47 $13,876 - $16,858
965 Added 3.35%
29,807 $501,000
Q1 2023

May 04, 2023

BUY
$15.04 - $20.21 $5,218 - $7,012
347 Added 1.22%
28,842 $473,000
Q4 2022

Feb 13, 2023

SELL
$13.72 - $19.77 $27,055 - $38,986
-1,972 Reduced 6.47%
28,495 $512,000
Q3 2022

Nov 14, 2022

SELL
$13.7 - $19.07 $152,070 - $211,677
-11,100 Reduced 26.7%
30,467 $417,000
Q2 2022

Aug 15, 2022

SELL
$15.93 - $23.31 $63,003 - $92,191
-3,955 Reduced 8.69%
41,567 $670,000
Q1 2022

Apr 15, 2022

SELL
$18.64 - $24.89 $7,418 - $9,906
-398 Reduced 0.87%
45,522 $1.05 Million
Q3 2021

Nov 15, 2021

SELL
$23.42 - $26.95 $36,019 - $41,449
-1,538 Reduced 3.24%
45,920 $1.11 Million
Q2 2021

Aug 16, 2021

BUY
$25.69 - $29.33 $54,257 - $61,944
2,112 Added 4.66%
47,458 $1.27 Million
Q1 2021

Apr 30, 2021

BUY
$16.95 - $26.0 $768,614 - $1.18 Million
45,346 New
45,346 $1.14 Million
Q4 2019

Jan 29, 2020

SELL
$15.35 - $18.43 $18,803 - $22,576
-1,225 Closed
0 $0
Q3 2019

Oct 17, 2019

BUY
$15.2 - $20.97 $11,020 - $15,203
725 Added 145.0%
1,225 $21,000
Q4 2018

Feb 14, 2019

SELL
$15.71 - $23.24 $3,456 - $5,112
-220 Reduced 30.56%
500 $8,000
Q3 2018

Nov 14, 2018

BUY
$22.88 - $27.36 $16,038 - $19,179
701 Added 3689.47%
720 $16,000
Q2 2018

Aug 14, 2018

BUY
$26.51 - $31.78 $503 - $603
19 New
19 $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 $8.32B
  • 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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