Purchases and Sales Made in Q2 2025 in Invesco Ltd. (IVZ)
This table provides information about the institutional ownership of Invesco Ltd. (IVZ) during Q2 2025. The information is specifically focused on institutions that hold shares of Invesco Ltd..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 01, 2025
Q2 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
22.4KNew |
$272K - $353K
|
22.4K
$387K
|
|
|
Jul 03, 2025
Q2 2025
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
22.2KNew |
$269K - $350K
|
22.2K
$383K
|
|
|
Jul 16, 2025
Q2 2025
|
Kendall Capital Management
|
BUY
|
- |
19.6KNew |
$238K - $309K
|
19.6K
$338K
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
16.7KNew |
$203K - $263K
|
16.7K
$288K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.9K+ 12.11% |
$169K - $220K
|
129K
$2.23M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
13.7KNew |
$166K - $216K
|
13.7K
$236K
|
|
|
Jul 10, 2025
Q2 2025
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
8.06K+ 9.35% |
$97.9K - $127K
|
94.4K
$1.63M
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
6.97K+ 30.83% |
$84.7K - $110K
|
29.6K
$511K
|
|
|
Jul 09, 2025
Q2 2025
|
Czech National Bank
Prague, 2N |
BUY
|
- |
6.5K+ 6.32% |
$78.9K - $103K
|
109K
$1.89M
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
5.93K+ 192.5% |
$72K - $93.5K
|
9.01K
$156K
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
5.65K+ 50.47% |
$68.5K - $89K
|
16.8K
$291K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
4.82K+ 39.08% |
$58.5K - $76K
|
17.2K
$297K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
3.52K+ 27.26% |
$42.8K - $55.5K
|
16.4K
$284K
|
|
|
Jul 18, 2025
Q2 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
2.62K+ 4.12% |
$31.9K - $41.4K
|
66.3K
$1.15M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.21KNew |
$14.7K - $19.1K
|
1.21K
$20.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
973+ 0.81% |
$11.8K - $15.3K
|
121K
$2.1M
|
|
|
Jul 11, 2025
Q2 2025
|
Umb Bank, N.A.
|
BUY
|
- |
824+ 45.8% |
$10K - $13K
|
2.62K
$45.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
584+ 2.72% |
$7.09K - $9.21K
|
22K
$381K
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
407+ 11.3% |
$4.94K - $6.42K
|
4.01K
$69.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
BUY
|
- |
100New |
$1.21K - $1.58K
|
100
$1.73K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
57+ 49.57% |
$692 - $899
|
172
$2.97K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
50+ 0.31% |
$607 - $789
|
16.4K
$283K
|
|
|
Jul 18, 2025
Q2 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
34New |
$413 - $536
|
34
$588
|
|
|
Jul 17, 2025
Q2 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
13+ 15.48% |
$158 - $205
|
97
$1.68K
|
|
|
Jul 18, 2025
Q2 2025
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
6+ 1.26% |
$72.8 - $94.6
|
484
$8.36K
|
|
|
Jul 07, 2025
Q2 2025
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
3+ 1.28% |
$36.4 - $47.3
|
238
$4.11K
|
|
|
Jul 15, 2025
Q2 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-38- 42.22% |
$461 - $599
|
52
$899
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-136- 33.42% |
$1.65K - $2.14K
|
271
$4.68K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
SELL
|
- |
-152- 74.15% |
$1.85K - $2.4K
|
53
$916
|
|
|
Jul 17, 2025
Q2 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-154- 81.91% |
$1.87K - $2.43K
|
34
$588
|
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-208- 13.68% |
$2.53K - $3.28K
|
1.31K
$22.7K
|
|
|
Jul 10, 2025
Q2 2025
|
Exchange Traded Concepts, LLC
|
SELL
|
- |
-456- 7.41% |
$5.54K - $7.19K
|
5.7K
$98.5K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-515- 16.75% |
$6.25K - $8.12K
|
2.56K
$44.2K
|
|
|
Jul 16, 2025
Q2 2025
|
Hartford Investment Management CO
|
SELL
|
- |
-619- 2.3% |
$7.51K - $9.76K
|
26.3K
$454K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-660- 0.68% |
$8.01K - $10.4K
|
96.8K
$1.67M
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-818- 1.3% |
$9.93K - $12.9K
|
62K
$1.07M
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-964- 5.99% |
$11.7K - $15.2K
|
15.1K
$261K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.52K- 1.72% |
$18.4K - $24K
|
86.8K
$1.5M
|
|
|
Jul 17, 2025
Q2 2025
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.78K- 12.82% |
$21.7K - $28.1K
|
12.1K
$210K
|
|
|
Jul 16, 2025
Q2 2025
|
State Of Alaska, Department Of Revenue
|
SELL
|
- |
-2.22K- 4.22% |
$26.9K - $34.9K
|
50.3K
$869K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.29K- 9.22% |
$27.8K - $36.2K
|
22.6K
$390K
|
|
|
Jul 15, 2025
Q2 2025
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-2.98K- 48.44% |
$36.2K - $47.1K
|
3.18K
$54.9K
|
|
|
Jul 10, 2025
Q2 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-3.78K- 12.88% |
$45.9K - $59.6K
|
25.5K
$441K
|
|
|
Jul 16, 2025
Q2 2025
|
Paragon Capital Management LTD
|
SELL
|
- |
-3.78K- 19.93% |
$45.9K - $59.6K
|
15.2K
$262K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-7.45K- 40.79% |
$90.4K - $117K
|
10.8K
$187K
|
|
|
Jul 09, 2025
Q2 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-16.7K- 31.65% |
$202K - $263K
|
36K
$622K
|
|
|
Jul 10, 2025
Q2 2025
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-44.7K- 95.51% |
$543K - $705K
|
2.1K
$36.3K
|
|
|
Jul 17, 2025
Q2 2025
|
Venture Visionary Partners LLC
|
SELL
|
- |
-104K- 80.19% |
$1.26M - $1.63M
|
25.6K
$442K
|