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 |
---|---|---|---|---|---|---|---|
Nov 13, 2019
Q3 2019
|
Crabel Capital Management, LLC
Milwaukee, WI |
SELL
|
- |
-2.5MClosed |
$38M - $52.4M
|
0
$0
|
|
Nov 13, 2019
Q3 2019
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-15.8KClosed |
$240K - $331K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Amica Mutual Insurance CO
|
SELL
|
- |
-65.7KClosed |
$999K - $1.38M
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Amica Retiree Medical Trust
|
SELL
|
- |
-9.26KClosed |
$141K - $194K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Profund Advisors LLC
|
SELL
|
- |
-10.2KClosed |
$155K - $215K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-101Closed |
$1.54K - $2.12K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Silvant Capital Management LLC
|
SELL
|
- |
-584- 18.06% |
$8.88K - $12.2K
|
2.65K
$40.6K
|
|
Nov 12, 2019
Q3 2019
|
Element Capital Management LLC
New York, NY |
SELL
|
- |
-58.5KClosed |
$889K - $1.23M
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-11.1KClosed |
$168K - $232K
|
0
$0
|
|
Nov 12, 2019
Q3 2019
|
Dean Investment Associates, LLC
Beavercreek, OH |
SELL
|
- |
-81.7KClosed |
$1.24M - $1.71M
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-15.6KClosed |
$237K - $326K
|
0
$0
|
|
Nov 08, 2019
Q3 2019
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-3.01KClosed |
$45.8K - $63.2K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-105Closed |
$1.6K - $2.2K
|
0
$0
|
|
Nov 05, 2019
Q3 2019
|
Doyle Wealth Management
St. Petersburg, FL |
SELL
|
- |
-92Closed |
$1.4K - $1.93K
|
0
$0
|
|
Oct 30, 2019
Q3 2019
|
Essex Savings Bank
|
SELL
|
- |
-816Closed |
$12.4K - $17.1K
|
0
$0
|
|
Oct 22, 2019
Q3 2019
|
Arcadia Investment Management Corp
|
SELL
|
- |
-650Closed |
$9.88K - $13.6K
|
0
$0
|
|
Oct 21, 2019
Q3 2019
|
York Bridge Wealth Partners, LLC
|
SELL
|
- |
-606Closed |
$9.21K - $12.7K
|
0
$0
|
|
Oct 17, 2019
Q3 2019
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-10.1KClosed |
$153K - $211K
|
0
$0
|
|
Oct 16, 2019
Q3 2019
|
Hamlin Capital Management, LLC
|
SELL
|
- |
-1.86MClosed |
$28.3M - $39M
|
0
$0
|
|
Oct 15, 2019
Q3 2019
|
Gateway Investment Advisers LLC
|
SELL
|
- |
-15.2KClosed |
$230K - $318K
|
0
$0
|
|
Oct 11, 2019
Q3 2019
|
Clarus Wealth Advisors
|
SELL
|
- |
-231Closed |
$3.51K - $4.84K
|
0
$0
|
|
Oct 10, 2019
Q3 2019
|
Legacy Advisors, LLC
|
SELL
|
- |
-600Closed |
$9.12K - $12.6K
|
0
$0
|
|
Oct 09, 2019
Q3 2019
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-122KClosed |
$1.85M - $2.55M
|
0
$0
|
|
Oct 03, 2019
Q3 2019
|
First Hawaiian Bank
|
SELL
|
- |
-16.2KClosed |
$247K - $341K
|
0
$0
|
|
Q2 2019 | |||||||
Jun 23, 2021
Q2 2019
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-10.6KClosed |
$207K - $233K
|
0
$0
|
|
Sep 06, 2019
Q2 2019
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-90Closed |
$1.76K - $1.98K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Israel Discount Bank Of New York
New York, NY |
SELL
|
- |
-60Closed |
$1.17K - $1.32K
|
0
$0
|
|
Aug 14, 2019
Q2 2019
|
Zurich Insurance Group LTD
Zurich, V8 |
SELL
|
- |
-68.8KClosed |
$1.34M - $1.51M
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Icon Wealth Partners, LLC
|
SELL
|
- |
-1.11KClosed |
$21.7K - $24.4K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Virtus ETF Advisers LLC
New York, NY |
SELL
|
- |
-952Closed |
$18.6K - $20.9K
|
0
$0
|
|
Aug 13, 2019
Q2 2019
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
SELL
|
- |
-27Closed |
$528 - $593
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Prw Wealth Management LLC
|
SELL
|
- |
-14Closed |
$274 - $308
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-92.8KClosed |
$1.81M - $2.04M
|
0
$0
|
|
Aug 12, 2019
Q2 2019
|
Bruderman Asset Management, LLC
Locust Valley, NY |
SELL
|
- |
-5KClosed |
$97.7K - $110K
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-113Closed |
$2.21K - $2.48K
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-2.27KClosed |
$44.3K - $49.8K
|
0
$0
|
|
Aug 07, 2019
Q2 2019
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-73Closed |
$1.43K - $1.6K
|
0
$0
|
|
Aug 05, 2019
Q2 2019
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-43Closed |
$840 - $945
|
0
$0
|
|
Aug 02, 2019
Q2 2019
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-4.29KClosed |
$83.7K - $94.1K
|
0
$0
|
|
Jul 31, 2019
Q2 2019
|
Bell Rock Capital LLC
|
SELL
|
- |
-28Closed |
$547 - $615
|
0
$0
|
|
Jul 30, 2019
Q2 2019
|
First National Corp
|
SELL
|
- |
-1.85KClosed |
$36.1K - $40.6K
|
0
$0
|
|
Jul 24, 2019
Q2 2019
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-20.7KClosed |
$405K - $455K
|
0
$0
|
|
Jul 10, 2019
Q2 2019
|
Cordasco Financial Network
|
SELL
|
- |
-455Closed |
$8.89K - $10K
|
0
$0
|
|
Q1 2019 | |||||||
May 16, 2019
Q1 2019
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-2.37KClosed |
$38.9K - $47.9K
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Capital Bank & Trust CO
Irvine, CA |
SELL
|
- |
-203Closed |
$3.34K - $4.11K
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-432KClosed |
$7.1M - $8.74M
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Capital International Investors
Los Angeles, CA |
SELL
|
- |
-1.49MClosed |
$24.4M - $30.1M
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Zebra Capital Management LLC
Stamford, CT |
SELL
|
- |
-11.8KClosed |
$193K - $238K
|
0
$0
|
|
May 15, 2019
Q1 2019
|
Cornerstone Capital, Inc.
Palo Alto, CA |
SELL
|
- |
-191KClosed |
$3.14M - $3.87M
|
0
$0
|
|
May 14, 2019
Q1 2019
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-104KClosed |
$1.71M - $2.1M
|
0
$0
|