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 |
---|---|---|---|---|---|---|---|
Jan 30, 2025
Q4 2024
|
Asset Management One Co., Ltd.
|
BUY
|
- |
74.5K+ 867.5% |
$1.25M - $1.39M
|
83.1K
$1.27M
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
SELL
|
- |
-1.6K- 11.09% |
$26.8K - $29.7K
|
12.8K
$196K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-7.41K- 92.55% |
$124K - $138K
|
596
$9.13K
|
|
Jan 30, 2025
Q4 2024
|
New York State Teachers Retirement System
|
SELL
|
- |
-44.8K- 10.7% |
$751K - $834K
|
374K
$5.72M
|
|
Jan 30, 2025
Q4 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-5.43K- 2.25% |
$91K - $101K
|
236K
$3.61M
|
|
Jan 30, 2025
Q4 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-600- 2.73% |
$10.1K - $11.2K
|
21.4K
$328K
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-16.1K- 2.39% |
$270K - $300K
|
657K
$10.1M
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-19- 1.1% |
$319 - $354
|
1.71K
$26.2K
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
10.5K+ 438.63% |
$177K - $196K
|
12.9K
$198K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-108- 4.17% |
$1.81K - $2.01K
|
2.48K
$38K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
8+ 2.33% |
$134 - $149
|
352
$5.39K
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
66New |
$1.11K - $1.23K
|
66
$1.01K
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
118+ 0.73% |
$1.98K - $2.2K
|
16.2K
$248K
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
10+ 0.23% |
$168 - $186
|
4.32K
$66.1K
|
|
Jan 29, 2025
Q4 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.1K- 4.35% |
$18.5K - $20.5K
|
24.2K
$371K
|
|
Jan 29, 2025
Q4 2024
|
Hartford Investment Management CO
|
SELL
|
- |
-530- 1.9% |
$8.89K - $9.87K
|
27.4K
$420K
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-942- 4.21% |
$15.8K - $17.5K
|
21.4K
$328K
|
|
Jan 29, 2025
Q4 2024
|
Van Eck Associates Corp
|
BUY
|
- |
2.32K+ 1.45% |
$38.9K - $43.1K
|
162K
$2.48M
|
|
Jan 29, 2025
Q4 2024
|
Hemington Wealth Management
|
BUY
|
- |
104+ 40.78% |
$1.75K - $1.94K
|
359
$5.5K
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
41.3K+ 14.82% |
$692K - $769K
|
320K
$4.9M
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
3.72K+ 4.74% |
$62.4K - $69.3K
|
82.2K
$1.26M
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.56K+ 11.03% |
$26.2K - $29.1K
|
15.7K
$241K
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-4.31K- 1.33% |
$72.4K - $80.4K
|
320K
$4.91M
|
|
Jan 28, 2025
Q4 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
163+ 25.75% |
$2.74K - $3.04K
|
796
$12.2K
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-20.5KClosed |
$344K - $382K
|
0
$0
|
|
Jan 28, 2025
Q4 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
33.5K+ 81.1% |
$562K - $624K
|
74.8K
$1.15M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.99K+ 51.66% |
$134K - $149K
|
23.4K
$359K
|
|
Jan 28, 2025
Q4 2024
|
Entropy Technologies, LP
New York, NY |
BUY
|
- |
40.2K+ 176.29% |
$674K - $749K
|
63K
$965K
|
|
Jan 28, 2025
Q4 2024
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
13.1K+ 89.85% |
$220K - $244K
|
27.7K
$424K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.57K- 2.55% |
$26.4K - $29.3K
|
60.1K
$921K
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
3New |
$50.3 - $55.9
|
3
$46
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
5.32K+ 3.97% |
$89.3K - $99.2K
|
140K
$2.14M
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-821- 1.13% |
$13.8K - $15.3K
|
71.7K
$1.1M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.06K- 2.84% |
$17.7K - $19.7K
|
36K
$552K
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.23K- 1.83% |
$20.6K - $22.9K
|
65.8K
$1.01M
|
|
Jan 27, 2025
Q4 2024
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.14K- 1.16% |
$19.1K - $21.2K
|
97.3K
$1.49M
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
14.5K+ 41.9% |
$243K - $270K
|
49.1K
$752K
|
|
Jan 27, 2025
Q4 2024
|
Econ Financial Services Corp
|
BUY
|
- |
69.2K+ 132.3% |
$1.16M - $1.29M
|
122K
$1.86M
|
|
Jan 27, 2025
Q4 2024
|
Crewe Advisors LLC
|
BUY
|
- |
16New |
$268 - $298
|
16
$245
|
|
Jan 27, 2025
Q4 2024
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-1.08K- 2.05% |
$18K - $20K
|
51.2K
$785K
|
|
Jan 27, 2025
Q4 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
1.61K+ 8.45% |
$27.1K - $30.1K
|
20.7K
$317K
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
38KNew |
$638K - $708K
|
38K
$582K
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
12KNew |
$202K - $224K
|
12K
$184K
|
|
Jan 24, 2025
Q4 2024
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-357- 2.49% |
$5.99K - $6.65K
|
14K
$214K
|
|
Jan 24, 2025
Q4 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-390- 1.39% |
$6.54K - $7.27K
|
27.7K
$424K
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-293- 12.21% |
$4.92K - $5.46K
|
2.11K
$32.3K
|
|
Jan 24, 2025
Q4 2024
|
Abrdn PLC
|
SELL
|
- |
-3.37K- 9.88% |
$56.5K - $62.7K
|
30.7K
$471K
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.31K+ 10.16% |
$55.6K - $61.7K
|
35.9K
$550K
|
|
Jan 23, 2025
Q4 2024
|
Highland Capital Management, LLC
|
SELL
|
- |
-3.03K- 3.23% |
$50.8K - $56.4K
|
90.5K
$1.39M
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
2.53KNew |
$42.4K - $47K
|
2.53K
$38.7K
|