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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2022
Q2 2022
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-10.7KClosed |
$171K - $251K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
8.78K+ 58.63% |
$140K - $205K
|
23.7K
$420K
|
|
|
Aug 12, 2022
Q2 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-23.7KClosed |
$377K - $552K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-9.44KClosed |
$150K - $220K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-11.7KClosed |
$186K - $272K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-56.1KClosed |
$894K - $1.31M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
7.2K+ 40.45% |
$115K - $168K
|
25K
$442K
|
|
|
Aug 12, 2022
Q2 2022
|
Agf Investments America Inc.
Toronto, A6 |
SELL
|
- |
-150KClosed |
$2.4M - $3.51M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
BUY
|
- |
162New |
$2.58K - $3.78K
|
162
$2.86K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
SELL
|
- |
-861- 2.36% |
$13.7K - $20.1K
|
35.7K
$630K
|
|
|
Aug 11, 2022
Q2 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
376New |
$5.99K - $8.76K
|
376
$6.65K
|
|
|
Aug 11, 2022
Q2 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-9.35KClosed |
$149K - $218K
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-97.2KClosed |
$1.55M - $2.27M
|
0
$0
|
|
|
Aug 10, 2022
Q2 2022
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-5.3K- 24.65% |
$84.4K - $124K
|
16.2K
$286K
|
|
|
Aug 09, 2022
Q2 2022
|
Kiltearn Partners LLP
Edinburgh, X0 |
SELL
|
- |
-346K- 14.18% |
$5.51M - $8.06M
|
2.09M
$37M
|
|
|
Aug 09, 2022
Q2 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
SELL
|
- |
-11.9KClosed |
$189K - $277K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-550Closed |
$8.76K - $12.8K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-818- 17.37% |
$13K - $19.1K
|
3.89K
$68.8K
|
|
|
Aug 08, 2022
Q2 2022
|
Keybank National Association
|
BUY
|
- |
2.43K+ 27.96% |
$38.7K - $56.6K
|
11.1K
$197K
|
|
|
Aug 08, 2022
Q2 2022
|
Employees Retirement System Of Texas
|
BUY
|
- |
47K+ 313.33% |
$749K - $1.1M
|
62K
$1.1M
|
|
|
Aug 05, 2022
Q2 2022
|
Disciplined Equity Management, Inc.
|
BUY
|
- |
3.41K+ 7.88% |
$54.3K - $79.5K
|
46.7K
$825K
|
|
|
Aug 05, 2022
Q2 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-440- 5.89% |
$7.01K - $10.3K
|
7.03K
$124K
|
|
|
Aug 04, 2022
Q2 2022
|
Asio Capital, LLC
|
SELL
|
- |
-114KClosed |
$1.81M - $2.65M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-9Closed |
$143 - $210
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Buckley Wealth Management, LLC
|
BUY
|
- |
2.63K+ 6.72% |
$41.9K - $61.3K
|
41.8K
$738K
|
|
|
Aug 04, 2022
Q2 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
143+ 21.54% |
$2.28K - $3.33K
|
807
$14.3K
|
|
|
Aug 04, 2022
Q2 2022
|
Ifg Advisory, LLC
|
SELL
|
- |
-38KClosed |
$606K - $887K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
171New |
$2.72K - $3.99K
|
171
$3.02K
|
|
|
Aug 04, 2022
Q2 2022
|
Sierra Capital LLC
|
SELL
|
- |
-13- 21.67% |
$207 - $303
|
47
$831
|
|
|
Aug 03, 2022
Q2 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-44.5KClosed |
$708K - $1.04M
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Stephens Inc
|
SELL
|
- |
-2.7K- 8.72% |
$43K - $62.9K
|
28.3K
$500K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
508New |
$8.09K - $11.8K
|
508
$8.98K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
SELL
|
- |
-69- 49.64% |
$1.1K - $1.61K
|
70
$1.24K
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-781- 42.19% |
$12.4K - $18.2K
|
1.07K
$18.9K
|
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-35.4KClosed |
$564K - $825K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Harfst & Associates, Inc.
|
SELL
|
- |
-12.6KClosed |
$200K - $293K
|
0
$0
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-121- 5.46% |
$1.93K - $2.82K
|
2.1K
$37K
|
|
|
Jul 28, 2022
Q2 2022
|
Selective Wealth Management, Inc.
|
BUY
|
- |
83New |
$1.32K - $1.93K
|
83
$1.47K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-10.4KClosed |
$166K - $242K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1.87K+ 19.82% |
$29.9K - $43.7K
|
11.3K
$200K
|
|
|
Jul 19, 2022
Q2 2022
|
First American Trust, Fsb
|
SELL
|
- |
-95.2K- 34.77% |
$1.52M - $2.22M
|
179K
$3.16M
|
|
|
Jul 19, 2022
Q2 2022
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
899+ 5.31% |
$14.3K - $21K
|
17.8K
$315K
|
|
|
Jul 19, 2022
Q2 2022
|
Polianta LTD
|
SELL
|
- |
-42.1KClosed |
$671K - $981K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-260Closed |
$4.14K - $6.06K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Herold Advisors, Inc.
|
SELL
|
- |
-2.4KClosed |
$38.2K - $55.9K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
480+ 102.13% |
$7.65K - $11.2K
|
950
$16.8K
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
6New |
$95.6 - $140
|
6
$106
|
|
|
Jul 13, 2022
Q2 2022
|
Tsfg, LLC
|
BUY
|
- |
57New |
$908 - $1.33K
|
57
$1.01K
|
|
|
Jul 08, 2022
Q2 2022
|
Redpoint Investment Management Pty LTD
|
SELL
|
- |
-9.95KClosed |
$159K - $232K
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Fulton Bank, N.A.
|
SELL
|
- |
-12KClosed |
$191K - $280K
|
0
$0
|