Latest Institutional Transactions on Invesco Ltd. (IVZ)
This table provides information on the latest institutional transactions involving Invesco Ltd. (IVZ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-660- 0.68% |
$8.01K - $10.4K
|
96.8K
$1.67M
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
34New |
$413 - $536
|
34
$588
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
6+ 1.26% |
$72.8 - $94.6
|
484
$8.36K
|
|
|
Jul 18, 2025
Q2 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
2.62K+ 4.12% |
$31.9K - $41.4K
|
66.3K
$1.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.21KNew |
$14.7K - $19.1K
|
1.21K
$20.9K
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-154- 81.91% |
$1.87K - $2.43K
|
34
$588
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
3.52K+ 27.26% |
$42.8K - $55.5K
|
16.4K
$284K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-104K- 80.19% |
$1.26M - $1.63M
|
25.6K
$442K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
13.7KNew |
$166K - $216K
|
13.7K
$236K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.52K- 1.72% |
$18.4K - $24K
|
86.8K
$1.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.78K- 12.82% |
$21.7K - $28.1K
|
12.1K
$210K
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
13+ 15.48% |
$158 - $205
|
97
$1.68K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-619- 2.3% |
$7.51K - $9.76K
|
26.3K
$454K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.22K- 4.22% |
$26.9K - $34.9K
|
50.3K
$869K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
19.6KNew |
$238K - $309K
|
19.6K
$338K
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-3.78K- 19.93% |
$45.9K - $59.6K
|
15.2K
$262K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7.45K- 40.79% |
$90.4K - $117K
|
10.8K
$187K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
57+ 49.57% |
$692 - $899
|
172
$2.97K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.98K- 48.44% |
$36.2K - $47.1K
|
3.18K
$54.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-38- 42.22% |
$461 - $599
|
52
$899
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
584+ 2.72% |
$7.09K - $9.21K
|
22K
$381K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
973+ 0.81% |
$11.8K - $15.3K
|
121K
$2.1M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-964- 5.99% |
$11.7K - $15.2K
|
15.1K
$261K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
407+ 11.3% |
$4.94K - $6.42K
|
4.01K
$69.3K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
16.7KNew |
$203K - $263K
|
16.7K
$288K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
6.97K+ 30.83% |
$84.7K - $110K
|
29.6K
$511K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-136- 33.42% |
$1.65K - $2.14K
|
271
$4.68K
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
824+ 45.8% |
$10K - $13K
|
2.62K
$45.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
5.65K+ 50.47% |
$68.5K - $89K
|
16.8K
$291K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.29K- 9.22% |
$27.8K - $36.2K
|
22.6K
$390K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
8.06K+ 9.35% |
$97.9K - $127K
|
94.4K
$1.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
4.82K+ 39.08% |
$58.5K - $76K
|
17.2K
$297K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-3.78K- 12.88% |
$45.9K - $59.6K
|
25.5K
$441K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.9K+ 12.11% |
$169K - $220K
|
129K
$2.23M
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-456- 7.41% |
$5.54K - $7.19K
|
5.7K
$98.5K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-44.7K- 95.51% |
$543K - $705K
|
2.1K
$36.3K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-152- 74.15% |
$1.85K - $2.4K
|
53
$916
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
6.5K+ 6.32% |
$78.9K - $103K
|
109K
$1.89M
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-16.7K- 31.65% |
$202K - $263K
|
36K
$622K
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-818- 1.3% |
$9.93K - $12.9K
|
62K
$1.07M
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
50+ 0.31% |
$607 - $789
|
16.4K
$283K
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-208- 13.68% |
$2.53K - $3.28K
|
1.31K
$22.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3+ 1.28% |
$36.4 - $47.3
|
238
$4.11K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
100New |
$1.21K - $1.58K
|
100
$1.73K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
5.93K+ 192.5% |
$72K - $93.5K
|
9.01K
$156K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-515- 16.75% |
$6.25K - $8.12K
|
2.56K
$44.2K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
22.2KNew |
$269K - $350K
|
22.2K
$383K
|
|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
22.4KNew |
$272K - $353K
|
22.4K
$387K
|
|
| Q1 2025 | |||||||
|
Jul 16, 2025
Q1 2025
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
26.7KNew |
$396K - $516K
|
26.7K
$461K
|
|
|
Jul 02, 2025
Q1 2025
|
Bank Of Nova Scotia
|
BUY
|
- |
100K+ 25.64% |
$1.48M - $1.94M
|
491K
$8.48M
|
|