A detailed history of Wealth Management Associates, Inc. transactions in Invesco Ltd. stock. As of the latest transaction made, Wealth Management Associates, Inc. holds 19,410 shares of IVZ stock, worth $456,523. This represents 0.18% of its overall portfolio holdings.

Number of Shares
19,410
Holding current value
$456,523
% of portfolio
0.18%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 20, 2026

BUY
$22.47 - $24.66 $436,142 - $478,650
19,410 New
19,410 $510 Million
Q3 2022

May 28, 2025

SELL
$13.7 - $19.07 $275,096 - $382,925
-20,080 Closed
0 $0
Q1 2022

May 28, 2025

BUY
$18.64 - $24.89 $87,887 - $117,356
4,715 Added 30.69%
20,080 $463 Million
Q2 2021

May 28, 2025

BUY
$25.69 - $29.33 $394,726 - $450,655
15,365 New
15,365 $411 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
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