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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
16.3KNew |
$242K - $316K
|
16.3K
$282K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-5.93K- 9.86% |
$87.8K - $115K
|
54.2K
$936K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-14- 11.11% |
$207 - $271
|
112
$1.94K
|
|
|
May 05, 2025
Q1 2025
|
Twin Capital Management Inc
|
BUY
|
- |
13.1K+ 50.33% |
$194K - $253K
|
39K
$675K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
104+ 8.24% |
$1.54K - $2.01K
|
1.37K
$23.6K
|
|
|
May 05, 2025
Q1 2025
|
Allianz Asset Management Gmb H
Munich, 2M |
BUY
|
- |
154K+ 16.75% |
$2.28M - $2.98M
|
1.07M
$18.5M
|
|
|
May 05, 2025
Q1 2025
|
Teachers Retirement System Of The State Of Kentucky
Frankfort, KY |
BUY
|
- |
3.19K+ 10.13% |
$47.3K - $61.7K
|
34.7K
$599K
|
|
|
May 05, 2025
Q1 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
SELL
|
- |
-5- 26.32% |
$74.1 - $96.7
|
14
$242
|
|
|
May 05, 2025
Q1 2025
|
Los Angeles Capital Management LLC
|
BUY
|
- |
6.09K+ 15.83% |
$90.2K - $118K
|
44.5K
$769K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
43.1K+ 88.96% |
$638K - $833K
|
91.5K
$1.58M
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO
|
SELL
|
- |
-431- 27.9% |
$6.39K - $8.34K
|
1.11K
$19.2K
|
|
|
May 02, 2025
Q1 2025
|
United Community Bank
Greenville, SC |
BUY
|
- |
112+ 2.75% |
$1.66K - $2.17K
|
4.18K
$72.2K
|
|
|
May 02, 2025
Q1 2025
|
Poehling Capital Management, Inc.
Madison, WI |
BUY
|
- |
406+ 0.16% |
$6.02K - $7.85K
|
255K
$4.4M
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-615- 0.7% |
$9.11K - $11.9K
|
87K
$1.5M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
441+ 14700.0% |
$6.54K - $8.53K
|
444
$7.67K
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
BUY
|
- |
127K+ 81.06% |
$1.88M - $2.46M
|
284K
$4.9M
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-88- 20.32% |
$1.3K - $1.7K
|
345
$5.96K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
15+ 78.95% |
$222 - $290
|
34
$588
|
|
|
May 02, 2025
Q1 2025
|
Bailard, Inc.
|
BUY
|
- |
31.2KNew |
$462K - $603K
|
31.2K
$539K
|
|
|
May 02, 2025
Q1 2025
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
55+ 0.33% |
$815 - $1.06K
|
16.5K
$286K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
SELL
|
- |
-615- 87.23% |
$9.11K - $11.9K
|
90
$1.56K
|
|
|
May 01, 2025
Q1 2025
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.01K+ 1.41% |
$15K - $19.5K
|
72.4K
$1.25M
|
|
|
May 01, 2025
Q1 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
27K+ 11.64% |
$400K - $522K
|
259K
$4.48M
|
|
|
May 01, 2025
Q1 2025
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.74K- 3.24% |
$25.8K - $33.7K
|
52.1K
$900K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-1.27K- 1.29% |
$18.8K - $24.5K
|
96.7K
$1.67M
|
|
|
May 01, 2025
Q1 2025
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-100- 0.41% |
$1.48K - $1.93K
|
24.1K
$416K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
862+ 0.53% |
$12.8K - $16.7K
|
163K
$2.82M
|
|
|
May 01, 2025
Q1 2025
|
Hughes Financial Services, LLC
Herndon, VA |
BUY
|
- |
65New |
$963 - $1.26K
|
65
$1.12K
|
|
|
May 01, 2025
Q1 2025
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
13.4KNew |
$199K - $260K
|
13.4K
$232K
|
|
|
May 01, 2025
Q1 2025
|
Securian Asset Management, Inc
|
SELL
|
- |
-472- 1.95% |
$7K - $9.13K
|
23.7K
$409K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.35K- 31.34% |
$109K - $142K
|
16.1K
$278K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
1.25K+ 17.79% |
$18.5K - $24.1K
|
8.26K
$143K
|
|
|
Apr 30, 2025
Q1 2025
|
M&T Bank Corp
|
SELL
|
- |
-2.24K- 18.12% |
$33.2K - $43.3K
|
10.1K
$175K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
8.92K+ 24.76% |
$132K - $173K
|
45K
$777K
|
|
|
Apr 30, 2025
Q1 2025
|
Deka Bank Deutsche Girozentrale
|
SELL
|
- |
-57- 0.6% |
$845 - $1.1K
|
9.47K
$164K
|
|
|
Apr 30, 2025
Q1 2025
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-534- 1.93% |
$7.91K - $10.3K
|
27.1K
$469K
|
|
|
Apr 30, 2025
Q1 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
40.7K+ 25.66% |
$603K - $786K
|
199K
$3.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
53+ 21.46% |
$785 - $1.03K
|
300
$5.18K
|
|
|
Apr 30, 2025
Q1 2025
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-400- 1.87% |
$5.93K - $7.74K
|
21K
$363K
|
|
|
Apr 30, 2025
Q1 2025
|
La Banque Postale Asset Management Sa
Paris, I0 |
SELL
|
- |
-17.3K- 4.18% |
$256K - $334K
|
396K
$6.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
38.9K+ 300.58% |
$576K - $751K
|
51.8K
$895K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-11.4K- 1.43% |
$169K - $221K
|
789K
$13.6M
|
|
|
Apr 30, 2025
Q1 2025
|
State Of Michigan Retirement System
|
SELL
|
- |
-500- 0.41% |
$7.41K - $9.67K
|
121K
$2.1M
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
SELL
|
- |
-3.99K- 10.42% |
$59.2K - $77.2K
|
34.3K
$593K
|
|
|
Apr 29, 2025
Q1 2025
|
Element Wealth, LLC
|
BUY
|
- |
99+ 0.5% |
$1.47K - $1.91K
|
19.9K
$343K
|
|
|
Apr 29, 2025
Q1 2025
|
Impax Asset Management Group PLC
|
BUY
|
- |
2.66K+ 3.56% |
$39.4K - $51.5K
|
77.3K
$1.34M
|
|
|
Apr 29, 2025
Q1 2025
|
Sierra Ocean, LLC
Ripon, CA |
SELL
|
- |
-66Closed |
$978 - $1.28K
|
0
$0
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
132+ 14.29% |
$1.96K - $2.55K
|
1.06K
$18.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.07K+ 64.91% |
$120K - $156K
|
20.5K
$354K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-11- 5.21% |
$163 - $213
|
200
$3.46K
|