A detailed history of Spire Wealth Management transactions in Invesco Ltd. stock. As of the latest transaction made, Spire Wealth Management holds 98 shares of IVZ stock, worth $1,739. This represents 0.0% of its overall portfolio holdings.

Number of Shares
98
Previous 98 -0.0%
Holding current value
$1,739
Previous $1,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024

BUY
$14.17 - $16.94 $751 - $897
53 Added 117.78%
98 $1,000
Q4 2023

Feb 06, 2024

SELL
$12.52 - $18.07 $2,353 - $3,397
-188 Reduced 80.69%
45 $0
Q3 2023

Nov 08, 2023

BUY
$14.09 - $18.4 $84 - $110
6 Added 2.64%
233 $3,000
Q2 2023

Aug 09, 2023

BUY
$14.38 - $17.47 $100 - $122
7 Added 3.18%
227 $3,000
Q1 2023

May 09, 2023

SELL
$15.04 - $20.21 $270 - $363
-18 Reduced 7.56%
220 $3,000
Q4 2022

Feb 03, 2023

BUY
$13.72 - $19.77 $246 - $355
18 Added 8.18%
238 $4,000
Q2 2022

Jul 22, 2022

BUY
$15.93 - $23.31 $3,504 - $5,128
220 New
220 $4,000
Q1 2022

Apr 18, 2022

SELL
$18.64 - $24.89 $13,495 - $18,020
-724 Closed
0 $0
Q4 2021

Jan 14, 2022

BUY
$21.76 - $26.53 $2,698 - $3,289
124 Added 20.67%
724 $17,000
Q2 2021

Jul 26, 2021

BUY
$25.69 - $29.33 $15,414 - $17,598
600 New
600 $16,000

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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