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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-538- 1.57% |
$7.97K - $10.4K
|
33.7K
$582K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-12- 3.57% |
$178 - $232
|
324
$5.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Teacher Retirement System Of Texas
Austin, TX |
BUY
|
- |
55.6KNew |
$824K - $1.07M
|
55.6K
$960K
|
|
|
Apr 28, 2025
Q1 2025
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
20+ 0.05% |
$296 - $387
|
38.5K
$665K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
755+ 1.62% |
$11.2K - $14.6K
|
47.5K
$820K
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
894K+ 177.31% |
$13.3M - $17.3M
|
1.4M
$24.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
3.78K+ 24.05% |
$56K - $73.1K
|
19.5K
$337K
|
|
|
Apr 25, 2025
Q1 2025
|
Kbc Group Nv
|
SELL
|
- |
-22.3K- 24.81% |
$331K - $432K
|
67.7K
$1.17M
|
|
|
Apr 25, 2025
Q1 2025
|
New York State Teachers Retirement System
|
BUY
|
- |
31.6K+ 8.47% |
$469K - $612K
|
405K
$7M
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-1.17K- 1.43% |
$17.4K - $22.7K
|
81.2K
$1.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-7.4K- 20.59% |
$110K - $143K
|
28.5K
$493K
|
|
|
Apr 25, 2025
Q1 2025
|
Vontobel Holding Ltd.
|
BUY
|
- |
27.7K+ 8.66% |
$410K - $535K
|
347K
$6M
|
|
|
Apr 24, 2025
Q1 2025
|
Tfc Financial Management
|
BUY
|
- |
63+ 81.82% |
$934 - $1.22K
|
140
$2.42K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
7.8K+ 15.89% |
$116K - $151K
|
56.9K
$983K
|
|
|
Apr 24, 2025
Q1 2025
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
1.52K+ 3.83% |
$22.5K - $29.3K
|
41.1K
$710K
|
|
|
Apr 24, 2025
Q1 2025
|
Highland Capital Management, LLC
|
SELL
|
- |
-7.28K- 8.04% |
$108K - $141K
|
83.2K
$1.44M
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-406- 1.9% |
$6.02K - $7.85K
|
21K
$363K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
4+ 44.44% |
$59.3 - $77.4
|
13
$225
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-12.3K- 16.4% |
$182K - $237K
|
62.5K
$1.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
SELL
|
- |
-70.1K- 84.29% |
$1.04M - $1.35M
|
13.1K
$226K
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-890- 0.38% |
$13.2K - $17.2K
|
235K
$4.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Econ Financial Services Corp
|
BUY
|
- |
29.6K+ 24.38% |
$439K - $573K
|
151K
$2.61M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
769+ 784.69% |
$11.4K - $14.9K
|
867
$15K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-83.6K- 92.98% |
$1.24M - $1.62M
|
6.31K
$109K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
219New |
$3.25K - $4.24K
|
219
$3.78K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-182- 70.82% |
$2.7K - $3.52K
|
75
$1.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Robeco Institutional Asset Management B.V.
|
SELL
|
- |
-3.19K- 1.22% |
$47.3K - $61.8K
|
258K
$4.46M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
20New |
$296 - $387
|
20
$346
|
|
|
Apr 22, 2025
Q1 2025
|
Crews Bank & Trust
Port Charlotte, FL |
SELL
|
- |
-1.2K- 47.52% |
$17.8K - $23.2K
|
1.33K
$22.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
398+ 1.1% |
$5.9K - $7.7K
|
36.4K
$630K
|
|
|
Apr 22, 2025
Q1 2025
|
Live Oak Private Wealth LLC
|
BUY
|
- |
27.5K+ 8.58% |
$407K - $531K
|
348K
$6.01M
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
23+ 6.53% |
$341 - $445
|
375
$6.48K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-99- 15.84% |
$1.47K - $1.91K
|
526
$9.09K
|
|
|
Apr 21, 2025
Q1 2025
|
Dunhill Financial, LLC
London, X0 |
SELL
|
- |
-25- 37.88% |
$371 - $484
|
41
$708
|
|
|
Apr 21, 2025
Q1 2025
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
8.41K+ 68.25% |
$125K - $163K
|
20.7K
$358K
|
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
4.71K+ 22.75% |
$69.8K - $91.1K
|
25.4K
$439K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
473+ 79.36% |
$7.01K - $9.15K
|
1.07K
$18.5K
|
|
|
Apr 21, 2025
Q1 2025
|
Retirement Systems Of Alabama
|
SELL
|
- |
-1.04K- 1.06% |
$15.3K - $20K
|
96.3K
$1.66M
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
10+ 100.0% |
$148 - $193
|
20
$346
|
|
|
Apr 18, 2025
Q1 2025
|
Tennessee Valley Asset Management Partners
|
SELL
|
- |
-4.7K- 17.44% |
$69.6K - $90.9K
|
22.2K
$384K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1K- 89.05% |
$14.8K - $19.3K
|
123
$2.13K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
82New |
$1.22K - $1.59K
|
82
$1.42K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
5.54K+ 4.55% |
$82.1K - $107K
|
127K
$2.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-13.5K- 32.93% |
$200K - $261K
|
27.5K
$475K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
SELL
|
- |
-13- 15.12% |
$193 - $251
|
73
$1.26K
|
|
|
Apr 16, 2025
Q1 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-200- 0.72% |
$2.96K - $3.87K
|
27.5K
$475K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
358+ 3.28% |
$5.31K - $6.92K
|
11.3K
$195K
|
|
|
Apr 15, 2025
Q1 2025
|
Mv Capital Management, Inc.
|
SELL
|
- |
-18- 19.15% |
$267 - $348
|
76
$1.31K
|
|
|
Apr 15, 2025
Q1 2025
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
5.78K+ 8.06% |
$85.6K - $112K
|
77.5K
$1.34M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
68+ 295.65% |
$1.01K - $1.32K
|
91
$1.57K
|