Latest Institutional Transactions on Invesco Ltd. (IVZ)

IVZ Quotes by TradingView

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 12, 2019 Q3 2019
Dean Investment Associates, LLC

Beavercreek, OH
SELL
 -
-81.7K
Closed
$1.24M - $1.71M
0 $0
Nov 08, 2019 Q3 2019
Meridian Wealth Management, LLC

SELL
 -
-15.6K
Closed
$237K - $326K
0 $0
Nov 08, 2019 Q3 2019
Resources Investment Advisors, Llc.

Overland Park, KS
SELL
 -
-3.01K
Closed
$45.8K - $63.2K
0 $0
Nov 05, 2019 Q3 2019
Griffin Asset Management, Inc.

SELL
 -
-105
Closed
$1.6K - $2.2K
0 $0
Nov 05, 2019 Q3 2019
Doyle Wealth Management

St. Petersburg, FL
SELL
 -
-92
Closed
$1.4K - $1.93K
0 $0
Oct 30, 2019 Q3 2019
Essex Savings Bank

SELL
 -
-816
Closed
$12.4K - $17.1K
0 $0
Oct 22, 2019 Q3 2019
Arcadia Investment Management Corp

SELL
 -
-650
Closed
$9.88K - $13.6K
0 $0
Oct 21, 2019 Q3 2019
York Bridge Wealth Partners, LLC

SELL
 -
-606
Closed
$9.21K - $12.7K
0 $0
Oct 17, 2019 Q3 2019
Outlook Wealth Advisors, LLC

SELL
 -
-10.1K
Closed
$153K - $211K
0 $0
Oct 16, 2019 Q3 2019
Hamlin Capital Management, LLC

SELL
 -
-1.86M
Closed
$28.3M - $39M
0 $0
Oct 11, 2019 Q3 2019
Clarus Wealth Advisors

SELL
 -
-231
Closed
$3.51K - $4.84K
0 $0
Oct 10, 2019 Q3 2019
Legacy Advisors, LLC

SELL
 -
-600
Closed
$9.12K - $12.6K
0 $0
Oct 09, 2019 Q3 2019
Polaris Wealth Advisory Group, LLC

SELL
 -
-122K
Closed
$1.85M - $2.55M
0 $0
Oct 03, 2019 Q3 2019
First Hawaiian Bank

SELL
 -
-16.2K
Closed
$247K - $341K
0 $0
Q2 2019
Sep 06, 2019 Q2 2019
Princeton Global Asset Management LLC

SELL
 -
-90
Closed
$1.76K - $1.98K
0 $0
Aug 14, 2019 Q2 2019
Israel Discount Bank Of New York

New York, NY
SELL
 -
-60
Closed
$1.17K - $1.32K
0 $0
Aug 14, 2019 Q2 2019
Zurich Insurance Group LTD

Zurich, V8
SELL
 -
-68.8K
Closed
$1.34M - $1.51M
0 $0
Aug 13, 2019 Q2 2019
Icon Wealth Partners, LLC

SELL
 -
-1.11K
Closed
$21.7K - $24.4K
0 $0
Aug 13, 2019 Q2 2019
Virtus ETF Advisers LLC

New York, NY
SELL
 -
-952
Closed
$18.6K - $20.9K
0 $0
Aug 13, 2019 Q2 2019
Wealth Bridge Capital Management, LLC

Westerville, OH
SELL
 -
-27
Closed
$528 - $593
0 $0
Aug 12, 2019 Q2 2019
Prw Wealth Management LLC

SELL
 -
-14
Closed
$274 - $308
0 $0
Aug 12, 2019 Q2 2019
Lowe Brockenbrough & CO Inc

SELL
 -
-92.8K
Closed
$1.81M - $2.04M
0 $0
Aug 12, 2019 Q2 2019
Bruderman Asset Management, LLC

Locust Valley, NY
SELL
 -
-5K
Closed
$97.7K - $110K
0 $0
Aug 07, 2019 Q2 2019
Alera Investment Advisors, LLC

SELL
 -
-113
Closed
$2.21K - $2.48K
0 $0
Aug 07, 2019 Q2 2019
Semmax Financial Advisors Inc.

Winston Salem, NC
SELL
 -
-2.27K
Closed
$44.3K - $49.8K
0 $0
Aug 07, 2019 Q2 2019
Legacy Financial Advisors, Inc.

SELL
 -
-73
Closed
$1.43K - $1.6K
0 $0
Aug 05, 2019 Q2 2019
D'Orazio & Associates, Inc.

Falls Church, VA
SELL
 -
-43
Closed
$840 - $945
0 $0
Aug 02, 2019 Q2 2019
Cornerstone Wealth Management, LLC

SELL
 -
-4.29K
Closed
$83.7K - $94.1K
0 $0
Jul 31, 2019 Q2 2019
Bell Rock Capital LLC

SELL
 -
-28
Closed
$547 - $615
0 $0
Jul 30, 2019 Q2 2019
First National Corp

SELL
 -
-1.85K
Closed
$36.1K - $40.6K
0 $0
Jul 24, 2019 Q2 2019
Zwj Investment Counsel Inc

SELL
 -
-20.7K
Closed
$405K - $455K
0 $0
Jul 10, 2019 Q2 2019
Cordasco Financial Network

SELL
 -
-455
Closed
$8.89K - $10K
0 $0
Q1 2019
May 16, 2019 Q1 2019
Inscription Capital, LLC

Houston, TX
SELL
 -
-2.37K
Closed
$38.9K - $47.9K
0 $0
May 15, 2019 Q1 2019
Capital Bank & Trust CO

Irvine, CA
SELL
 -
-203
Closed
$3.34K - $4.11K
0 $0
May 15, 2019 Q1 2019
Brown Capital Management LLC

Baltimore, MD
SELL
 -
-432K
Closed
$7.1M - $8.74M
0 $0
May 15, 2019 Q1 2019
Capital International Investors

Los Angeles, CA
SELL
 -
-1.49M
Closed
$24.4M - $30.1M
0 $0
May 15, 2019 Q1 2019
Zebra Capital Management LLC

Stamford, CT
SELL
 -
-11.8K
Closed
$193K - $238K
0 $0
May 15, 2019 Q1 2019
Cornerstone Capital, Inc.

Palo Alto, CA
SELL
 -
-191K
Closed
$3.14M - $3.87M
0 $0
May 14, 2019 Q1 2019
Punch & Associates Investment Management, Inc.

Edina, MN
SELL
 -
-104K
Closed
$1.71M - $2.1M
0 $0
May 14, 2019 Q1 2019
Sumitomo Mitsui Financial Group, Inc.

Tokyo, M0
SELL
 -
-70.6K
Closed
$1.16M - $1.43M
0 $0
May 13, 2019 Q1 2019
Waters Parkerson & Co., LLC

SELL
 -
-17.3K
Closed
$284K - $350K
0 $0
May 13, 2019 Q1 2019
Tiedemann Advisors, LLC

SELL
 -
-15.2K
Closed
$250K - $307K
0 $0
May 13, 2019 Q1 2019
Institutional & Family Asset Management, LLC

SELL
 -
-368
Closed
$6.05K - $7.45K
0 $0
May 09, 2019 Q1 2019
Taylor Hoffman Wealth Management

Richmond, VA
SELL
 -
-205
Closed
$3.37K - $4.15K
0 $0
May 07, 2019 Q1 2019
Adell Harriman & Carpenter Inc

SELL
 -
-53.1K
Closed
$872K - $1.07M
0 $0
May 07, 2019 Q1 2019
River Wealth Advisors LLC

Camp Hill, PA
SELL
 -
-35
Closed
$575 - $708
0 $0
May 07, 2019 Q1 2019
Certified Advisory Corp

Altamonte Springs, FL
SELL
 -
-45
Closed
$739 - $911
0 $0
May 07, 2019 Q1 2019
Buckingham Capital Management, Inc.

SELL
 -
-32.5K
Closed
$534K - $657K
0 $0
May 01, 2019 Q1 2019
Trust CO Of Vermont

SELL
 -
-88
Closed
$1.45K - $1.78K
0 $0

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