A detailed history of Claro Advisors LLC transactions in Invesco Ltd. stock. As of the latest transaction made, Claro Advisors LLC holds 16,136 shares of IVZ stock, worth $286,414. This represents 0.04% of its overall portfolio holdings.

Number of Shares
16,136
Previous 14,398 12.07%
Holding current value
$286,414
Previous $252,000 12.3%
% of portfolio
0.04%
Previous 0.03%

Shares

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

Nov 07, 2024

BUY
$14.85 - $17.74 $25,809 - $30,832
1,738 Added 12.07%
16,136 $283,000
Q3 2024

Oct 17, 2024

BUY
$14.85 - $17.74 $213,810 - $255,420
14,398 New
14,398 $252,000
Q1 2021

May 17, 2021

SELL
$16.95 - $26.0 $76,054 - $116,662
-4,487 Closed
0 $0
Q4 2020

Feb 12, 2021

BUY
$11.25 - $18.07 $50,478 - $81,080
4,487 New
4,487 $1.41 Million
Q1 2019

May 10, 2019

SELL
$16.43 - $20.24 $1,051 - $1,295
-64 Closed
0 $0
Q4 2018

Feb 14, 2019

BUY
$15.71 - $23.24 $1,005 - $1,487
64 New
64 $1,000

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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