A detailed history of Ever Source Wealth Advisors, LLC transactions in Invesco Ltd. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,601 shares of IVZ stock, worth $28,417. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,601
Previous 2,310 30.69%
Holding current value
$28,417
Previous $34,000 17.65%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 08, 2024

SELL
$14.85 - $17.74 $10,528 - $12,577
-709 Reduced 30.69%
1,601 $28,000
Q2 2024

Aug 13, 2024

SELL
$14.17 - $16.94 $6,631 - $7,927
-468 Reduced 16.85%
2,310 $34,000
Q1 2024

Jun 11, 2024

BUY
$15.09 - $18.22 $4,768 - $5,757
316 Added 12.84%
2,778 $46,000
Q4 2023

Feb 09, 2024

BUY
$12.52 - $18.07 $19,894 - $28,713
1,589 Added 182.02%
2,462 $43,000
Q3 2023

Nov 03, 2023

SELL
$14.09 - $18.4 $28,461 - $37,168
-2,020 Reduced 69.82%
873 $12,000
Q2 2023

Aug 04, 2023

BUY
$14.38 - $17.47 $16,479 - $20,020
1,146 Added 65.6%
2,893 $48,000
Q1 2023

May 11, 2023

SELL
$15.04 - $20.21 $1,458 - $1,960
-97 Reduced 5.26%
1,747 $28,000
Q4 2022

Feb 09, 2023

BUY
$13.72 - $19.77 $14,090 - $20,303
1,027 Added 125.7%
1,844 $33,000
Q3 2022

Nov 07, 2022

SELL
$13.7 - $19.07 $52,690 - $73,343
-3,846 Reduced 82.48%
817 $11,000
Q2 2022

Aug 01, 2022

BUY
$15.93 - $23.31 $64,914 - $94,988
4,075 Added 693.03%
4,663 $75,000
Q1 2022

May 25, 2022

BUY
$18.64 - $24.89 $1,603 - $2,140
86 Added 17.13%
588 $14,000
Q4 2021

Feb 07, 2022

BUY
$21.76 - $26.53 $10,923 - $13,318
502 New
502 $12,000

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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