A detailed history of Janiczek Wealth Management, LLC transactions in Invesco Ltd. stock. As of the latest transaction made, Janiczek Wealth Management, LLC holds 169 shares of IVZ stock, worth $2,764. This represents 0.0% of its overall portfolio holdings.

Number of Shares
169
Previous 169 -0.0%
Holding current value
$2,764
Previous $2,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 11, 2023

SELL
$14.38 - $17.47 $1,236 - $1,502
-86 Reduced 33.73%
169 $2,000
Q3 2022

Oct 17, 2022

SELL
$13.7 - $19.07 $1,274 - $1,773
-93 Reduced 26.72%
255 $4,000
Q2 2022

Aug 03, 2022

SELL
$15.93 - $23.31 $5,177 - $7,575
-325 Reduced 48.29%
348 $6,000
Q4 2021

Feb 02, 2022

SELL
$21.76 - $26.53 $13,730 - $16,740
-631 Reduced 48.39%
673 $15,000
Q3 2021

Oct 19, 2021

SELL
$23.42 - $26.95 $726 - $835
-31 Reduced 2.32%
1,304 $31,000
Q2 2021

Jul 28, 2021

BUY
$25.69 - $29.33 $14,437 - $16,483
562 Added 72.7%
1,335 $36,000
Q1 2021

Apr 28, 2021

BUY
$16.95 - $26.0 $1,695 - $2,600
100 Added 14.86%
773 $19,000
Q4 2020

Jan 26, 2021

BUY
$11.25 - $18.07 $3,127 - $5,023
278 Added 70.38%
673 $12,000
Q3 2020

Oct 19, 2020

BUY
$9.77 - $11.49 $3,859 - $4,538
395 New
395 $5,000

Others Institutions Holding IVZ

About Invesco Ltd.


  • Ticker IVZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 454,800,000
  • Market Cap $7.44B
  • 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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