A detailed history of Kovitz Investment Group Partners, LLC transactions in Invesco Ltd. stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 30,054 shares of IVZ stock, worth $706,870. This represents 0.0% of its overall portfolio holdings.

Number of Shares
30,054
Previous 11,233 167.55%
Holding current value
$706,870
Previous $177,000 289.27%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 10, 2025

BUY
$16.17 - $23.0 $304,335 - $432,883
18,821 Added 167.55%
30,054 $689,000
Q2 2025

Aug 14, 2025

SELL
$12.14 - $15.77 $4,710 - $6,118
-388 Reduced 3.34%
11,233 $177,000
Q1 2025

May 13, 2025

SELL
$14.82 - $19.34 $59,828 - $78,075
-4,037 Reduced 25.78%
11,621 $176,000
Q4 2024

Aug 25, 2025

BUY
$16.78 - $18.63 $74,251 - $82,437
4,425 Added 39.39%
15,658 $273,000
Q4 2024

Feb 14, 2025

BUY
$16.78 - $18.63 $7,500 - $8,327
447 Added 2.94%
15,658 $273,000
Q3 2024

Nov 14, 2024

BUY
$14.85 - $17.74 $225,883 - $269,843
15,211 New
15,211 $267,000

Others Institutions Holding IVZ

About Invesco Ltd.


  • Ticker IVZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 454,800,000
  • Market Cap $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 Kovitz Investment Group Partners, LLC Portfolio

Follow Kovitz Investment Group Partners, 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 Kovitz Investment Group Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kovitz Investment Group Partners, LLC with notifications on news.