A detailed history of Cornerstone Planning Group LLC transactions in Invesco Ltd. stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 103 shares of IVZ stock, worth $2,422. This represents 0.0% of its overall portfolio holdings.

Number of Shares
103
Previous 91 13.19%
Holding current value
$2,422
Previous $1.93 Million 25.55%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 04, 2025

BUY
$16.17 - $23.0 $194 - $276
12 Added 13.19%
103 $2.42 Million
Q2 2025

Aug 11, 2025

SELL
$12.14 - $15.77 $2,537 - $3,295
-209 Reduced 69.67%
91 $1.93 Million
Q1 2025

Apr 30, 2025

BUY
$14.82 - $19.34 $785 - $1,025
53 Added 21.46%
300 $4.05 Million
Q2 2024

Aug 13, 2024

BUY
$14.17 - $16.94 $2,082 - $2,490
147 Added 147.0%
247 $3.7 Million
Q1 2024

May 07, 2024

BUY
$15.09 - $18.22 $1,509 - $1,822
100 New
100 $1.48 Million

Others Institutions Holding IVZ

About Invesco Ltd.


  • Ticker IVZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 454,800,000
  • Market Cap $10.7B
  • 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 Cornerstone Planning Group LLC Portfolio

Follow Cornerstone Planning Group 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 Cornerstone Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Planning Group LLC with notifications on news.