A detailed history of B.O.S.S. Retirement Advisors, LLC transactions in Invesco Ltd. stock. As of the latest transaction made, B.O.S.S. Retirement Advisors, LLC holds 72,037 shares of IVZ stock, worth $1.27 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
72,037
Previous 69,621 3.47%
Holding current value
$1.27 Million
Previous $1.04 Billion 21.45%
% of portfolio
0.25%
Previous 0.27%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

BUY
$14.85 - $17.74 $35,877 - $42,859
2,416 Added 3.47%
72,037 $1.26 Billion
Q2 2024

Jul 12, 2024

SELL
$14.17 - $16.94 $50,459 - $60,323
-3,561 Reduced 4.87%
69,621 $1.04 Billion
Q1 2024

Apr 29, 2024

SELL
$15.09 - $18.22 $132,369 - $159,825
-8,772 Reduced 10.7%
73,182 $1.31 Billion
Q4 2023

Jan 25, 2024

BUY
$12.52 - $18.07 $1.03 Million - $1.48 Million
81,954 New
81,954 $1.46 Billion
Q4 2023

Jan 19, 2024

SELL
$12.52 - $18.07 $1.04 Million - $1.5 Million
-83,164 Closed
0 $1.46 Billion
Q4 2023

Jan 08, 2024

SELL
$12.52 - $18.07 $115,659 - $166,930
-9,238 Reduced 10.0%
83,164 $1.21 Billion
Q3 2023

Oct 17, 2023

SELL
$14.09 - $18.4 $109,873 - $143,483
-7,798 Reduced 7.78%
92,402 $1.34 Billion
Q2 2023

Jul 10, 2023

BUY
$14.38 - $17.47 $97,855 - $118,883
6,805 Added 7.29%
100,200 $1.68 Billion
Q1 2023

Apr 17, 2023

SELL
$15.04 - $20.21 $106,182 - $142,682
-7,060 Reduced 7.03%
93,395 $1.53 Billion
Q4 2022

Feb 06, 2023

BUY
$13.72 - $19.77 $1.38 Million - $1.99 Million
100,455 New
100,455 $1.81 Billion

Others Institutions Holding IVZ

About Invesco Ltd.


  • Ticker IVZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 454,800,000
  • Market Cap $8.04B
  • Description
  • Invesco Ltd. is a publicly owned investment manager. The firm provides its services to retail clients, institutional clients, high-net worth clients, public entities, corporations, unions, non-profit organizations, endowments, foundations, pension funds, financial institutions, and sovereign wealth funds. It manages separate client-focused equit...
More about IVZ
Track This Portfolio

Track B.O.S.S. Retirement Advisors, LLC Portfolio

Follow B.O.S.S. Retirement Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of B.O.S.S. Retirement Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on B.O.S.S. Retirement Advisors, LLC with notifications on news.