A detailed history of Baystate Wealth Management LLC transactions in Invesco Ltd. stock. As of the latest transaction made, Baystate Wealth Management LLC holds 47 shares of IVZ stock, worth $834. This represents 0.0% of its overall portfolio holdings.

Number of Shares
47
Previous 39 20.51%
Holding current value
$834
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024

BUY
$12.52 - $18.07 $100 - $144
8 Added 20.51%
47 $0
Q3 2023

Oct 25, 2023

BUY
$14.09 - $18.4 $14 - $18
1 Added 2.63%
39 $0
Q2 2023

Sep 21, 2023

BUY
$14.38 - $17.47 $546 - $663
38 New
38 $0
Q1 2023

Apr 25, 2023

BUY
$15.04 - $20.21 $15 - $20
1 Added 2.7%
38 $0
Q2 2022

Aug 02, 2022

BUY
$15.93 - $23.31 $15 - $23
1 Added 2.78%
37 $1,000
Q3 2021

Nov 05, 2021

BUY
$23.42 - $26.95 $23 - $26
1 Added 2.86%
36 $1,000
Q3 2020

Oct 14, 2020

BUY
$9.77 - $11.49 $9 - $11
1 Added 2.94%
35 $0
Q1 2020

Apr 22, 2020

BUY
$7.61 - $18.89 $7 - $18
1 Added 3.03%
34 $0
Q3 2019

Oct 30, 2019

BUY
$15.2 - $20.97 $15 - $20
1 Added 3.13%
33 $1,000
Q2 2019

Jul 02, 2019

BUY
$19.54 - $21.97 $19 - $21
1 Added 3.23%
32 $1,000
Q4 2018

Jan 24, 2019

SELL
$15.71 - $23.24 $2,749 - $4,066
-175 Reduced 84.95%
31 $1,000
Q3 2018

Oct 16, 2018

BUY
$22.88 - $27.36 $45 - $54
2 Added 0.98%
206 $4,000
Q2 2018

Jul 17, 2018

SELL
$26.51 - $31.78 $5,328 - $6,387
-201 Reduced 49.63%
204 $5,000
Q1 2018

Apr 24, 2018

BUY
$30.72 - $38.4 $921 - $1,152
30 Added 8.0%
405 $13,000
Q4 2017

Jan 23, 2018

SELL
$34.47 - $37.67 $4,067 - $4,445
-118 Reduced 23.94%
375 $14,000
Q3 2017

Oct 10, 2017

BUY
$31.69 - $35.2 $15,623 - $17,353
493
493 $18,000

Others Institutions Holding IVZ

About Invesco Ltd.


  • Ticker IVZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 454,800,000
  • Market Cap $8.07B
  • 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
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